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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $510,354 |
TERRACAP MANAGEMENT, LLC3 years Service code 19 999 VANDERBILT BEACH RD, SUITE 701 · NAPLES, FL 34108 | Securities Custodian | $453,188 |
CAPITAL ASSET ADVISORS10+ years Service code 27 · EIN 06-1218195 1029 FRIENDLY RD · OYSTER BAY, NY 11771 | Advisory (Plan) | $200,000 |
ENTRUST PARTNERS OFFSHORE LP10+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $63,838 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 ONE PARK AVE · NEW YORK, NY 10016 | Actuarial | $44,973 |
US BANK10+ years Service code 19 · EIN 31-0841368 2204 LAKESHORE DRIVE · BIRMINGHAM, AL 35209 | Securities Custodian | $44,250 |
FRIEDMAN & ANSPACH10+ years Service code 29 · EIN 13-3403675 1500 BROADWAY · NEW YORK, NY 35209 | Legal | $39,693 |
KATHLEEN KREINBIHL10+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Employee (plan); Direct payment from ... | $33,385 |
MSPC10+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $26,350 |
MIZZEN CAPITAL1 year Service code 19 1209 ORANGE STREET · WILMINGTON, DE 19801 | Securities Custodian | $19,296 |
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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 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 19.59% | 5.34%+14.2pp | 9.17%+10.4pp | 9.30%+10.3pp |
| Employer contribution / active EE | $24,926 | $9,329+167.2% | $40,523-38.5% | $12,551+98.6% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |