Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $97,625 |
MD SASS3+ years Filed as: MD SASS ASSOCIATES, INC Service code 28 · EIN 13-2704843 | Investment Management | $57,382 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 | Actuarial | $44,975 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $28,440 |
JODIANNE O'TOOLE2 years Service code 30 · EIN 13-5505746 | Direct payment from the plan; Employe... | $28,132 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $20,000 |
US BANK3+ years Filed as: US BANCORP ASSET MANAGEMENT Service code 19 · EIN 41-2003732 | Securities Custodian | $18,497 |
COHEN & STEERS3+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 10.43% | 12.52%-2.1pp | 9.39%+1.0pp | 23.90%-13.5pp |
| Employer contribution / active EE | $6,452 | $13,977-53.8% | $33,466-80.7% | $16,539-61.0% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |