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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STACY BRAUN ASSOCATES INC Service code 27 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Advisory (Plan) | $77,963 |
R.A. EBERLE & COMPANY LLC2+ years Filed as: R.A. EBERLE & COMPANY, LLC Service code 10 · EIN 20-0413744 2400 MORRIS AVENUE · UNION, NJ 07083 | Accounting | $31,591 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 19 · EIN 04-2472499 3400 PAWTUCKET AVENUE · EAST PROVIDENCE, RI 02915 | Securities Custodian | $28,719 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $23,506 |
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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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 | $442,730-100.0% | $442,730-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 28.6%-28.6pp | 12.5%-12.5pp | 45.6%-45.6pp |
| Annual return | 1.97% | 4.44%-2.5pp | 4.72%-2.7pp | 4.16%-2.2pp |
| Employer contribution / active EE | $37,611 | $41,495-9.4% | $30,821+22.0% | $42,918-12.4% |
| Participant deferral / active EE | $0 | $16-100.0% | $113-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $2,146-100.0% | $2,146-100.0% | $21,465-100.0% |