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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN ASSOCIATES Service code 27 · EIN 13-2889432 | Advisory (Plan) | $97,876 |
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $93,588 |
THE SEGAL COMPANY7 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $63,094 |
HOLROYD GELMAN, P.C.1 year Service code 29 · EIN 92-2604351 | Legal | $22,000 |
BELFINT, LYONS & SHUMAN, P.A.9+ years Service code 10 · EIN 51-0232399 | Accounting | $21,450 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 19 · EIN 51-0015390 | Securities Custodian | $20,125 |
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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 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 23.39% | 9.21%+14.2pp | 8.34%+15.0pp | 8.76%+14.6pp |
| Employer contribution / active EE | $4,432 | $15,607-71.6% | $30,799-85.6% | $16,640-73.4% |
| Participant deferral / active EE | $0 | $2,645-100.0% | $252-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |