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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $112,972 |
ZENITH AMERICAN SOLUTIONS2 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $107,478 |
WRIGHT INVESTORS SERVICE3+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-1444342 | Investment Management | $83,301 |
THE SEGAL COMPANY3+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $55,365 |
BELFINT, LYONS & SHUMAN, P.A.3+ years Service code 10 · EIN 51-0232399 | Accounting | $49,200 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $34,176 |
MARKOWITZ & RICHMAN3+ years Service code 29 · EIN 23-2111581 | Legal | $32,152 |
Service code 29 · EIN 51-0082644 | Legal | $29,027 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 9.84% | -1.12%+11.0pp | -2.18%+12.0pp | 0.19%+9.6pp |
| Employer contribution / active EE | $4,397 | $12,052-63.5% | $38,751-88.7% | $13,763-68.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |