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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 27 · EIN 13-2889432 | Advisory (Plan) | $97,930 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 27 · EIN 52-1296988 | Advisory (Plan) | $65,972 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $53,882 |
MANNING & NAPIER2+ years Service code 27 · EIN 45-3328488 | Advisory (Plan) | $46,521 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $30,000 |
WILLMINGTON TRUST1 year Service code 19 · EIN 16-1486454 | Securities Custodian | $29,682 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $25,875 |
SPIVAK LIPTON LLP2+ years Filed as: SPIVAK LIPTON,LLP Service code 29 · EIN 13-3494495 | Legal | $18,729 |
THE SEGAL COMPANY2+ years Filed as: SEGAL SELECT INSURANCE Service code 22 | Insurance Broker | $9,262 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $6,667 |
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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 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | 9.76% | 15.47%-5.7pp | 14.20%-4.4pp | 10.21%-0.5pp |
| Employer contribution / active EE | $0 | $36,160-100.0% | $27,968-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |