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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $106,053 |
MD SASS2 years Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $50,552 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $46,363 |
LISA LINDAUER1 year Filed as: LISA GASTON Service code 30 · EIN 13-5505746 | Employee (plan); Direct payment from ... | $30,447 |
JODIANNE O'TOOLE4 years Service code 30 · EIN 13-5505746 | Direct payment from the plan; Employe... | $30,095 |
CALIBRE CPA GROUP PLLC3 years Service code 10 · EIN 47-0900880 | Accounting | $29,278 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $23,833 |
US BANK2 years Filed as: US BANK N.A. Service code 19 · EIN 31-2646110 | Securities Custodian | $18,691 |
COHEN & STEERS5+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,000 |
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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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 19.88% | 15.47%+4.4pp | 12.93%+7.0pp | 53.27%-33.4pp |
| Employer contribution / active EE | $6,554 | $15,545-57.8% | $35,210-81.4% | $14,774-55.6% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |