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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $36,580 |
Filed as: BRICKLAYERS BENEFIT PLAN Service code 13 · EIN 23-1939024 | Contract Administrator | $27,708 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $19,701 |
ZENITH AMERICAN SOLUTIONS9 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $15,435 |
BELFINT, LYONS & SHUMAN, P.A.10+ years Filed as: BELFINT, LYONS & SHUMAN Service code 10 · EIN 51-0232399 | Accounting | $7,750 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,349 | $47,105-63.2% | $68,368-74.6% | $67,986-74.5% |
| Participation rate | 80.4% | 51.8%+28.6pp | 73.8%+6.6pp | 57.2%+23.2pp |
| Annual return | 3.14% | 48.37%-45.2pp | 292.57%-289.4pp | 31.67%-28.5pp |
| Employer contribution / active EE | $13,671 | $1,859+635.5% | $2,649+416.1% | $2,019+577.2% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $4,123-100.0% | $3,358-100.0% |
| Admin fee / account holder | $159 | $2,435-93.5% | $5,150-96.9% | $3,203-95.0% |