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| Provider | Service type | Compensation |
|---|---|---|
CARELLA BYRNE1 year Filed as: CARELLA,BYRNE,CECCHI,OLSTEIN,BRODY Service code 29 · EIN 22-2045935 | Legal | $251,973 |
ZENITH AMERICAN SOLUTIONS3 years Filed as: ZENITH AMERICAN SOLUTIONS INC Service code 13 · EIN 52-1590516 | Contract Administrator | $114,576 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 23-1835864 | Actuarial | $78,480 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $32,060 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN ASSOCIATES, INC.. Service code 28 · EIN 13-2889432 | Investment Management | $19,320 |
NOVAK FRANCELLA LLC4+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,115 |
SUSANIN WIDMAN & BRENNAN PC4+ years Filed as: SUSANIN, WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $18,132 |
ASB CAPITAL MANAGEMENT4+ 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.4%-47.4pp |
| Annual return | 161.11% | 4.63%+156.5pp | 29.77%+131.3pp | 12.16%+148.9pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |