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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $113,009 |
THE SEGAL COMPANY4 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $60,879 |
MD SASS5 years Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $49,866 |
JODIANNE O'TOOLE7 years Service code 30 · EIN 13-5505746 | Direct payment from the plan; Employe... | $37,349 |
LISA LINDAUER4 years Filed as: LISA GASTON Service code 30 · EIN 13-5505746 | Employee (plan); Direct payment from ... | $36,716 |
CALIBRE CPA GROUP PLLC6 years Service code 10 · EIN 47-0900880 | Accounting | $33,362 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $26,000 |
US BANK5 years Filed as: US BANK N.A. Service code 19 · EIN 31-2646110 | Securities Custodian | $18,703 |
COHEN & STEERS8+ years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $12,775 |
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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 | $164,233-100.0% | $104,068-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.6%-52.6pp | 0.0%0pp |
| Annual return | -15.68% | 2.77%-18.4pp | -10.12%-5.6pp | 2.77%-18.4pp |
| Employer contribution / active EE | $5,748 | $15,262-62.3% | $47,166-87.8% | $15,262-62.3% |
| Participant deferral / active EE | $0 | $691-100.0% | $492-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $4,025-100.0% | $1,015-100.0% |