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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $112,285 |
GEMGROUP1+ years Filed as: GEMGROUP, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $103,344 |
WRIGHT INVESTORS SERVICE1+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-1444342 | Investment Management | $67,613 |
THE SEGAL COMPANY1+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $53,748 |
BELFINT, LYONS & SHUMAN, P.A.1+ years Service code 10 · EIN 51-0232399 | Accounting | $35,883 |
MARKOWITZ & RICHMAN1+ years Service code 29 · EIN 23-2111581 | Legal | $32,736 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $29,452 |
Service code 29 · EIN 51-0082644 | Legal | $27,576 |
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Annual investment return 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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | -2.90% | 5.13%-8.0pp | 4.74%-7.6pp | 7.18%-10.1pp |
| Employer contribution / active EE | $5,805 | $14,689-60.5% | $36,089-83.9% | $13,095-55.7% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |