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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $466,700 |
KATHLEEN KREINBIHL1+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Direct payment from the plan; Employe... | $79,478 |
CAPITAL ASSET ADVISORS1+ years Service code 27 · EIN 06-1218195 1029 FRIENDLY RD · OYSTER BAY, NY 11771 | Advisory (Plan) | $75,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 ONE PARK AVE · NEW YORK, NY 10016 | Actuarial | $46,351 |
US BANK1+ years Service code 19 · EIN 31-0841368 2204 LAKESHORE DRIVE · BIRMINGHAM, AL 35209 | Securities Custodian | $40,740 |
FRIEDMAN & ANSPACH1+ years Service code 29 · EIN 13-3403675 1500 BROADWAY · NEW YORK, NY 35209 | Legal | $30,581 |
ENTRUST PARTNERS OFFSHORE LP1+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $26,956 |
MSPC1+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $23,750 |
CHRISTINE KING1+ years Filed as: CHRISTINE HARKERSS Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Employee (plan); Direct payment from ... | $10,303 |
MARJORIE MARKLIN1+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Employee (plan); Direct payment from ... | $9,306 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | 1.78% | 0.06%+1.7pp | -0.81%+2.6pp | -0.60%+2.4pp |
| Employer contribution / active EE | $21,399 | $14,206+50.6% | $38,425-44.3% | $12,272+74.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |