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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 | $47,553-63.5% | $136,867-87.3% | $69,733-75.1% |
| Participation rate | 80.4% | 61.4%+19.0pp | 74.5%+5.8pp | 62.5%+17.9pp |
| Annual return | 3.14% | -91.50%+94.6pp | 42.97%-39.8pp | 15.22%-12.1pp |
| Employer contribution / active EE | $13,671 | $2,087+555.1% | $3,547+285.4% | $2,250+507.5% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $4,924-100.0% | $3,054-100.0% |
| Admin fee / account holder | $159 | $3,496-95.4% | $10,340-98.5% | $3,102-94.9% |