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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $357,147 |
ENTRUST PARTNERS OFFSHORE LP3+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $150,457 |
FRIEDMAN & ANSPACH3+ years Service code 29 · EIN 13-3403675 1500 BROADWAY · NEW YORK, NY 35209 | Legal | $94,937 |
KATHLEEN KREINBIHL3+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Direct payment from the plan; Employe... | $86,574 |
CAPITAL ASSET ADVISORS3+ years Service code 27 · EIN 06-1218195 1029 FRIENDLY RD · OYSTER BAY, NY 11771 | Advisory (Plan) | $75,000 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 ONE PARK AVE · NEW YORK, NY 10016 | Actuarial | $58,465 |
US BANK3+ years Service code 19 · EIN 31-0841368 2204 LAKESHORE DRIVE · BIRMINGHAM, AL 35209 | Securities Custodian | $38,271 |
MSPC3+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $37,852 |
KEVIN J. DRISCOLL1 year Filed as: KEVIN P. LYNCH Service code 30 · EIN 13-6210566 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Direct payment from the plan; Employe... | $23,635 |
MARJORIE MARKLIN3+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Direct payment from the plan; Employe... | $10,626 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.82% | 12.92%-0.1pp | 10.36%+2.5pp | 17.84%-5.0pp |
| Employer contribution / active EE | $21,882 | $14,070+55.5% | $37,738-42.0% | $14,688+49.0% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |