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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACY BRAUN ASSOCIATES INC Service code 27 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Advisory (Plan) | $77,591 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $38,678 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA, NA Service code 19 · EIN 04-2472499 225 FRANKLIN STREET · BOSTON, MA 02110 | Securities Custodian | $29,357 |
R.A. EBERLE & COMPANY LLC1+ years Filed as: R.A. EBERLE & COMPANY, LLC Service code 10 · EIN 20-0413744 2400 MORRIS AVENUE · UNION, NJ 07083 | Accounting | $28,621 |
Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM Service code 29 · EIN 22-6208526 ONE RIVERFRONT PLAZA · NEWARK, NJ 071025410 | Legal | $8,000 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $253,870-100.0% | $253,870-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 10.5%-10.5pp | 48.7%-48.7pp |
| Annual return | 0.47% | -1.11%+1.6pp | -1.10%+1.6pp | -2.16%+2.6pp |
| Employer contribution / active EE | $53,008 | $37,886+39.9% | $27,248+94.5% | $42,957+23.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $105-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $702,575-100.0% | $702,575-100.0% | $12,572-100.0% |