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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $111,107 |
MD SASS3 years Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $48,324 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $46,745 |
LISA LINDAUER2 years Filed as: LISA GASTON Service code 30 · EIN 13-5505746 | Employee (plan); Direct payment from ... | $33,716 |
JODIANNE O'TOOLE5 years Service code 30 · EIN 13-5505746 | Direct payment from the plan; Employe... | $29,537 |
CALIBRE CPA GROUP PLLC4 years Service code 10 · EIN 47-0900880 | Accounting | $28,778 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $25,833 |
US BANK3 years Filed as: US BANK N.A. Service code 19 · EIN 31-2646110 | Securities Custodian | $18,590 |
COHEN & STEERS6+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,029 |
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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 | $2,822,362-100.0% | $229,060-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 27.3%-27.3pp | 0.6%-0.6pp |
| Annual return | 12.95% | 11.45%+1.5pp | 7.48%+5.5pp | 11.45%+1.5pp |
| Employer contribution / active EE | $5,917 | $17,219-65.6% | $39,603-85.1% | $17,219-65.6% |
| Participant deferral / active EE | $0 | $357-100.0% | $172-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $1,197-100.0% | $15,480-100.0% |