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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $255,283 |
LORD ABBETT1+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $213,412 |
THE SEGAL COMPANY1+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $131,345 |
PNC BANK, N.A.1+ years Service code 19 · EIN 25-1211909 | Securities Custodian | $86,224 |
GEMGROUP1+ years Filed as: GEMGROUP, INC. Service code 13 · EIN 26-1603738 | Contract Administrator | $77,122 |
Service code 10 · EIN 23-2586736 | Accounting | $59,306 |
RBC WEALTH MANAGEMENT1+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $56,719 |
Service code 29 · EIN 51-0082644 | Legal | $36,584 |
JENNINGS SIGMOND P.C.1+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $22,752 |
MARCO CONSULTING GROUP1+ years Filed as: MARCO CONSULTING GROUP, INC Service code 16 · EIN 36-3555078 | Consulting | $6,600 |
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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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 0.49% | 0.68%-0.2pp | -1.61%+2.1pp | -0.60%+1.1pp |
| Employer contribution / active EE | $11,134 | $10,568+5.4% | $30,840-63.9% | $12,272-9.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |