Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACY BRAUN ASSOCIATES INC Service code 27 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Advisory (Plan) | $83,710 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $29,633 |
MSPC7 years Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $25,216 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 19 · EIN 04-2472499 3400 PAWTUCKET AVENUE · EAST PROVIDENCE, RI 02915 | Securities Custodian | $21,801 |
ZAZZALI, FAGELLA, NOWAK, KLEINBAUM10+ years Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM Service code 29 · EIN 22-6208526 570 BROAD ST, STE 1402 · NEWARK, NJ 07102 | Legal | $12,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $124,814-100.0% | $124,814-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 43.7%-43.7pp |
| Annual return | 18.87% | 8.40%+10.5pp | 10.52%+8.3pp | 13.05%+5.8pp |
| Employer contribution / active EE | $34,588 | $31,324+10.4% | $26,749+29.3% | $37,652-8.1% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $31,365-100.0% |