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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STACY BRAUN AASOCIATES INC Service code 28 · EIN 13-2889432 | Investment Management | $68,190 |
Filed as: SAVASTA & COMPANY INC Service code 11 · EIN 13-3879959 | Actuarial | $37,666 |
Service code 15 · EIN 20-1935452 | Recordkeeping | $30,000 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $16,452 |
Filed as: PRINCIPAL TRUST COMPANY Service code 28 · EIN 51-0099493 | Investment Management | $8,085 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $5,098 |
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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 | $24,265-100.0% | $141,811-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 10.4%-10.4pp |
| Annual return | 9.24% | 14.55%-5.3pp | 9.03%+0.2pp | 9.31%-0.1pp |
| Employer contribution / active EE | $7,751 | $9,807-21.0% | $26,284-70.5% | $13,179-41.2% |
| Participant deferral / active EE | $0 | $0 | $1-100.0% | $193-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $940-100.0% | $4,785-100.0% |