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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES INC Service code 51 · EIN 13-2889432 377 BROADWAY 8 · NEW YORK, NY 10013 | Investment Mgmt Fees | $281,399 |
Filed as: THE PRINCIPAL BANK Service code 27 · EIN 42-1466678 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $212,670 |
PNC BANK, N.A.10+ years Filed as: PNC ADVISORS Service code 19 · EIN 22-1146430 TWO TOWER CENTER BLVD. · EAST BRUNSWICK, NJ 08816 | Securities Custodian | $28,630 |
ROSENBERG RICH BAKER BERMAN10+ years Service code 10 · EIN 22-3271252 265 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Accounting | $25,214 |
HEALTH PLAN SYSTEMS, INC.5 years Service code 49 · EIN 01-0589640 2025 STATE ROUTE 27-SUITE 340 · EDISON, NJ 08817 | Other Services | $25,212 |
SAVASTA AND COMPANY, INC.10+ years Filed as: SAVASTA & CO INC Service code 11 · EIN 13-3879959 SIXTY BROAD STREET · NEW YORK, NY 10004 | Actuarial | $14,796 |
MURPHY ANDERSON PLLC10+ years Service code 29 · EIN 26-3092374 1701 K STREET NW SUITE 210 · WASHINGTON, DC 20006 | Legal | $12,600 |
RICHARD J. WOLF & COMPANY4 years Filed as: RICHARD MELBER Service code 30 · EIN 22-2202719 | Employee (plan) | $11,170 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 24.00% | 17.72%+6.3pp | 148.65%-124.6pp | 9.30%+14.7pp |
| Employer contribution / active EE | $666 | $3,186-79.1% | $26,844-97.5% | $12,551-94.7% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |