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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $129,636 |
MD SASS4 years Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $54,192 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $53,355 |
JODIANNE O'TOOLE6 years Service code 30 · EIN 13-5505746 | Direct payment from the plan; Employe... | $33,486 |
LISA LINDAUER3 years Filed as: LISA GASTON Service code 30 · EIN 13-5505746 | Direct payment from the plan; Employe... | $33,044 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $30,884 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $26,000 |
US BANK4 years Filed as: US BANK N.A. Service code 19 · EIN 31-2646110 | Securities Custodian | $18,684 |
COHEN & STEERS7+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $10,225 |
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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 | $1,472,696-100.0% | $202,277-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 30.0%-30.0pp | 0.7%-0.7pp |
| Annual return | 14.41% | 13.24%+1.2pp | 8.88%+5.5pp | 13.24%+1.2pp |
| Employer contribution / active EE | $5,727 | $14,616-60.8% | $42,607-86.6% | $14,616-60.8% |
| Participant deferral / active EE | $0 | $830-100.0% | $94-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $2,086-100.0% | $4,137-100.0% |