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| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT2+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 | Investment Management | $210,286 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES INC. Service code 28 · EIN 13-2889432 | Investment Management | $206,152 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $163,499 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 19 · EIN 80-0618452 | Securities Custodian | $100,147 |
GEMGROUP2+ years Filed as: GEMGROUP, INC. Service code 13 · EIN 26-1603738 | Contract Administrator | $85,097 |
PNC BANK, N.A.2+ years Service code 19 · EIN 25-1211909 | Securities Custodian | $74,562 |
RBC WEALTH MANAGEMENT2+ years Service code 27 · EIN 23-2384840 | Advisory (Plan) | $57,551 |
JENNINGS SIGMOND P.C.2+ years Filed as: JENNINGS SIGMOND Service code 29 · EIN 23-2025670 | Legal | $28,703 |
Service code 29 · EIN 51-0082644 | Legal | $24,359 |
J.A. MARIANO AGENCY1 year Filed as: J.A.MARIANO AGENCY, INC. Service code 22 · EIN 22-2280590 | Insurance Broker | $9,920 |
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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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | 6.35% | 3.49%+2.9pp | 4.16%+2.2pp | 7.18%-0.8pp |
| Employer contribution / active EE | $9,960 | $11,083-10.1% | $29,966-66.8% | $13,095-23.9% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |