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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $374,005 |
ENTRUST PARTNERS OFFSHORE LP4+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $181,637 |
KATHLEEN KREINBIHL4+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Employee (plan); Direct payment from ... | $89,171 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 ONE PARK AVE · NEW YORK, NY 10016 | Actuarial | $75,901 |
CAPITAL ASSET ADVISORS4+ years Service code 27 · EIN 06-1218195 1029 FRIENDLY RD · OYSTER BAY, NY 11771 | Advisory (Plan) | $75,000 |
MSPC4+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $38,115 |
US BANK4+ years Service code 19 · EIN 31-0841368 2204 LAKESHORE DRIVE · BIRMINGHAM, AL 35209 | Securities Custodian | $37,719 |
FRIEDMAN & ANSPACH4+ years Service code 29 · EIN 13-3403675 1500 BROADWAY · NEW YORK, NY 35209 | Legal | $13,681 |
KEVIN J. DRISCOLL2 years Filed as: KEVIN P. LYNCH Service code 30 · EIN 13-6210566 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Employee (plan); Direct payment from ... | $13,279 |
CHRISTOPHER O'DONNELL2 years Service code 30 · EIN 13-6210566 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Employee (plan); Direct payment from ... | $11,097 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.12% | -0.94%-1.2pp | -2.18%+0.1pp | 33.37%-35.5pp |
| Employer contribution / active EE | $22,356 | $12,464+79.4% | $38,751-42.3% | $11,253+98.7% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |