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| Provider | Service type | Compensation |
|---|---|---|
GEM GROUP, L.P.1+ years Service code 13 · EIN 23-1139840 | Contract Administrator | $105,900 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 23-1835864 | Actuarial | $74,469 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES, INC.. Service code 28 · EIN 13-2889432 | Investment Management | $28,286 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
SUSANIN WIDMAN & BRENNAN PC1+ years Filed as: SUSANIN, WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $19,434 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,800 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE ADVISORY SERVICES LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $12,004 |
CARELLA BYRNE1+ years Filed as: CARELLA, BYRNE, BAIN, GILFILLIN Service code 29 · EIN 22-2045935 | Legal | $8,000 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $0 |
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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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | -0.51% | 16.85%-17.4pp | 5.44%-6.0pp | 11.88%-12.4pp |
| Employer contribution / active EE | $3,004 | $10,313-70.9% | $25,481-88.2% | $14,612-79.4% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |