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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $101,538 |
MD SASS1 year Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $53,968 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $45,145 |
CALIBRE CPA GROUP PLLC2 years Service code 10 · EIN 47-0900880 | Accounting | $28,379 |
JODIANNE O'TOOLE3 years Service code 30 · EIN 13-5505746 | Direct payment from the plan; Employe... | $28,132 |
THE SEGAL COMPANY3 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $21,833 |
US BANK1 year Filed as: US BANK N.A. Service code 19 · EIN 31-2646110 | Securities Custodian | $18,579 |
COHEN & STEERS4+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,030 |
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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 | $9,193-100.0% | $145,218-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 20.5%-20.5pp | 4.7%-4.7pp |
| Annual return | -5.91% | -0.95%-5.0pp | -0.67%-5.2pp | -0.69%-5.2pp |
| Employer contribution / active EE | $7,072 | $18,555-61.9% | $31,731-77.7% | $16,786-57.9% |
| Participant deferral / active EE | $0 | $1,384-100.0% | $473-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0-100.0% | $28,383-100.0% | $124-100.0% |