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| Provider | Service type | Compensation |
|---|---|---|
GEM GROUP, L.P.2+ years Service code 13 · EIN 23-1139840 | Contract Administrator | $100,800 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 23-1835864 | Actuarial | $86,859 |
CARELLA BYRNE2+ years Filed as: CARELLA, BYRNE, BAIN, GILFILLIN Service code 29 · EIN 22-2045935 | Legal | $26,663 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $25,000 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES, INC.. Service code 28 · EIN 13-2889432 | Investment Management | $21,197 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,800 |
SUSANIN WIDMAN & BRENNAN PC2+ years Filed as: SUSANIN, WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $17,803 |
SAGE ADVISORY SERVICES2+ years Filed as: SAGE ADVISORY SERVICES LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $10,170 |
Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $9,360 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 11.56% | 11.14%+0.4pp | 16.78%-5.2pp | 10.41%+1.1pp |
| Employer contribution / active EE | $6,041 | $14,043-57.0% | $26,328-77.1% | $14,691-58.9% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |