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) | $119,515 |
Filed as: BRICKLAYERS BENEFIT PLANS Service code 13 · EIN 23-1939024 | Contract Administrator | $86,667 |
THE SEGAL COMPANY8 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $57,014 |
ZENITH AMERICAN SOLUTIONS9 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $38,995 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 51-0015390 | Securities Custodian | $33,768 |
HOLROYD GELMAN, P.C.2 years Service code 29 · EIN 92-2604351 | Legal | $22,000 |
BELFINT, LYONS & SHUMAN, P.A.10+ years Service code 10 · EIN 51-0232399 | Accounting | $21,450 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $134,556-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.4%-15.4pp | 0.0%0pp |
| Annual return | 7.37% | 10.08%-2.7pp | 8.50%-1.1pp | 10.08%-2.7pp |
| Employer contribution / active EE | $3,759 | $15,414-75.6% | $29,758-87.4% | $15,414-75.6% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $538-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $8,606-100.0% | - |