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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 | Investment Management | $119,496 |
WRIGHT INVESTORS SERVICE5+ years Filed as: WRIGHT INVESTORS Service code 28 · EIN 06-1444342 | Investment Management | $69,891 |
CENTRAL DATA SERVICES1 year Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $65,000 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $61,073 |
ZENITH AMERICAN SOLUTIONS4 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 25-1696740 | Contract Administrator | $47,485 |
BELFINT, LYONS & SHUMAN, P.A.5+ years Service code 10 · EIN 51-0232399 | Accounting | $45,000 |
MARKOWITZ & RICHMAN5+ years Service code 29 · EIN 23-2111581 | Legal | $44,919 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 51-0065390 | Securities Custodian | $33,278 |
Service code 29 · EIN 51-0082644 | Legal | $31,566 |
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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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | -0.91% | 10.61%-11.5pp | 9.52%-10.4pp | 627.08%-628.0pp |
| Employer contribution / active EE | $11,540 | $21,392-46.1% | $41,951-72.5% | $18,824-38.7% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |