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.7+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $104,662 |
ZENITH AMERICAN SOLUTIONS6 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $90,643 |
THE SEGAL COMPANY5 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $43,336 |
BELFINT, LYONS & SHUMAN, P.A.7+ years Service code 10 · EIN 51-0232399 | Accounting | $24,450 |
JENNINGS SIGMOND P.C.7+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $22,509 |
PNC BANK, N.A.7+ years Filed as: PNC BANK Service code 19 · EIN 51-0015390 | Securities Custodian | $19,569 |
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.
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 | $164,233-100.0% | $748,470-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | 4.59% | -13.10%+17.7pp | 0.46%+4.1pp | 2.77%+1.8pp |
| Employer contribution / active EE | $4,470 | $16,278-72.5% | $35,480-87.4% | $15,262-70.7% |
| Participant deferral / active EE | $0 | $3,107-100.0% | $231-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $29,938-100.0% | $1,015-100.0% |