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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BNY MELLON Service code 19 · EIN 25-6078093 | Securities Custodian | $535,356 |
Service code 13 · EIN 94-3089465 | Contract Administrator | $422,204 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $344,751 |
KRAW LAW GROUP7 years Service code 29 · EIN 32-0465891 | Legal | $299,190 |
Service code 28 · EIN 91-1042342 | Investment Management | $254,299 |
WITHUMSMITH+BROWN, PC2 years Service code 10 · EIN 22-2027092 | Accounting | $214,883 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 20-8764829 | Advisory (Plan) | $176,747 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $126,133 |
Filed as: HUDSON EDGE INVESTMENT PARTNERS INC Service code 28 · EIN 52-1296988 | Investment Management | $115,649 |
ASB CAPITAL MANAGEMENT6 years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $107,722 |
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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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 7.15% | 7.95%-0.8pp | 20.18%-13.0pp | 9.11%-2.0pp |
| Employer contribution / active EE | $15,689 | $14,684+6.8% | $29,108-46.1% | $12,231+28.3% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |