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: 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 | $45,266-61.7% | $103,693-83.3% | $65,306-73.4% |
| Participation rate | 80.4% | 53.3%+27.1pp | 72.6%+7.7pp | 57.7%+22.7pp |
| Annual return | 3.14% | 25.10%-22.0pp | 47.61%-44.5pp | 21.94%-18.8pp |
| Employer contribution / active EE | $13,671 | $1,765+674.3% | $2,920+368.1% | $1,967+594.9% |
| Participant deferral / active EE | $0 | $2,099-100.0% | $4,579-100.0% | $2,959-100.0% |
| Admin fee / account holder | $159 | $3,221-95.1% | $7,858-98.0% | $3,480-95.4% |