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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $163,015 |
CENTRAL DATA SERVICES6 years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $97,129 |
WRIGHT INVESTORS SERVICE10+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-1444342 | Investment Management | $72,510 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $67,020 |
MARKOWITZ & RICHMAN10+ years Service code 29 · EIN 23-2111581 | Legal | $47,428 |
YOUNG CONAWAY STARGATT & TAYLOR LLP10+ years Service code 29 · EIN 51-0082644 | Legal | $41,587 |
QUAN-VEST CONSULTANTS, INC.2 years Service code 17 · EIN 11-2559669 | Pension Consulting | $39,996 |
PNC BANK, N.A.10+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $36,854 |
BELFINT, LYONS & SHUMAN, P.A.10+ years Service code 10 · EIN 51-0232399 | Accounting | $34,689 |
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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 | $36,224-100.0% | $362,190-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 20.3%-20.3pp | 2.5%-2.5pp |
| Annual return | 8.74% | 8.25%+0.5pp | 64.23%-55.5pp | 8.25%+0.5pp |
| Employer contribution / active EE | $13,559 | $18,668-27.4% | $31,311-56.7% | $18,668-27.4% |
| Participant deferral / active EE | $0 | $1,498-100.0% | $251-100.0% | $1,498-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $354,836-100.0% | $200-100.0% |