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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $401,766 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $208,928 |
KATHLEEN KREINBIHL2+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Employee (plan); Direct payment from ... | $81,871 |
CAPITAL ASSET ADVISORS2+ years Service code 27 · EIN 06-1218195 1029 FRIENDLY RD · OYSTER BAY, NY 11771 | Advisory (Plan) | $75,000 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 ONE PARK AVE · NEW YORK, NY 10016 | Actuarial | $57,866 |
US BANK2+ years Service code 19 · EIN 31-0841368 2204 LAKESHORE DRIVE · BIRMINGHAM, AL 35209 | Securities Custodian | $38,557 |
MSPC2+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $36,949 |
FRIEDMAN & ANSPACH2+ years Service code 29 · EIN 13-3403675 1500 BROADWAY · NEW YORK, NY 35209 | Legal | $25,540 |
CHRISTINE KING1 year Filed as: CHRISTINE O'DONNELL Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Direct payment from the plan; Employe... | $10,649 |
MARJORIE MARKLIN2+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Employee (plan); Direct payment from ... | $5,496 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.17% | 5.13%+1.0pp | 4.74%+1.4pp | 7.18%-1.0pp |
| Employer contribution / active EE | $21,635 | $14,689+47.3% | $36,089-40.1% | $13,095+65.2% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |