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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOC INC Service code 28 · EIN 13-2889432 | Investment Management | $83,942 |
PIERCE, FENNER AND SMITH1+ years Filed as: PEIRCE PARK GROUP Service code 16 · EIN 51-0311895 | Consulting | $60,000 |
O'SULLIVAN ASSOCIATES1+ years Filed as: O'SULLIVAN ASSOCIATES INC Service code 11 · EIN 20-8199367 | Actuarial | $59,500 |
COHEN & STEERS1+ years Filed as: COHEN WEISS & SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $51,031 |
MSPC1+ years Service code 10 · EIN 22-2951202 | Accounting | $29,000 |
NM INVESTMENT MGMT CO1+ years Filed as: GW & K INVESTMENT MGMT LLC Service code 28 · EIN 80-0250512 | Investment Management | $23,134 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 19 · EIN 94-1687665 | Securities Custodian | $19,481 |
LYNCH & MURRAY1+ years Service code 10 · EIN 22-3352529 | Accounting | $17,188 |
JBM COMPUTER CONSULTANTS1+ years Service code 15 · EIN 16-1173118 | Recordkeeping | $16,646 |
PETER MCGOURTY1+ years Service code 20 · EIN 46-4986646 | Direct payment from the plan; Trustee... | $8,693 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -2.18% | 5.13%-7.3pp | 4.74%-6.9pp | 7.18%-9.4pp |
| Employer contribution / active EE | $3,999 | $14,689-72.8% | $36,089-88.9% | $13,095-69.5% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |