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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $112,917 |
THE SEGAL COMPANY5 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $72,070 |
MD SASS6 years Filed as: MD SASS ASSOCIATES, INC. Service code 28 · EIN 13-2704843 | Investment Management | $44,857 |
JODIANNE O'TOOLE8 years Service code 30 · EIN 13-5505746 | Employee (plan); Direct payment from ... | $40,082 |
LISA LINDAUER5 years Filed as: LISA GASTON Service code 30 · EIN 13-5505746 | Direct payment from the plan; Employe... | $38,115 |
CALIBRE CPA GROUP PLLC7 years Service code 10 · EIN 47-0900880 | Accounting | $31,240 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $26,000 |
US BANK6 years Filed as: US BANK N.A. Service code 19 · EIN 31-2646110 | Securities Custodian | $18,702 |
COHEN & STEERS9+ 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 | $3,299,877-100.0% | $337,745-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 44.1%-44.1pp | 2.3%-2.3pp |
| Annual return | 12.96% | 37.74%-24.8pp | 9.57%+3.4pp | 37.74%-24.8pp |
| Employer contribution / active EE | $8,535 | $15,788-45.9% | $39,758-78.5% | $15,788-45.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $45-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $352,588-100.0% | $9,287-100.0% |