Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $562,572 |
CAPITAL ASSET ADVISORS7+ years Service code 27 · EIN 06-1218195 1029 FRIENDLY RD · OYSTER BAY, NY 11771 | Advisory (Plan) | $125,000 |
ENTRUST PARTNERS OFFSHORE LP7+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $107,268 |
US BANK7+ years Service code 19 · EIN 31-0841368 2204 LAKESHORE DRIVE · BIRMINGHAM, AL 35209 | Securities Custodian | $56,562 |
GOLDMAN SACHS2 years Filed as: VIBRANT CAPITAL PARTNERS Service code 28 · EIN 74-3199235 | Investment Management | $54,443 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 ONE PARK AVE · NEW YORK, NY 10016 | Actuarial | $42,835 |
FRIEDMAN & ANSPACH7+ years Service code 29 · EIN 13-3403675 1500 BROADWAY · NEW YORK, NY 35209 | Legal | $39,558 |
MSPC7+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $33,551 |
KATHLEEN KREINBIHL7+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Direct payment from the plan; Employe... | $30,669 |
DFG 401(K) ADVISORS1 year Filed as: DFG INVESTMENT ADVISORS, INC. Service code 28 747 THIRD AVENUE, 38TH FLOOR · NEW YORK, NY 10017 | Investment Management | $9,388 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 21.58% | 12.07%+9.5pp | 8.95%+12.6pp | 15.63%+6.0pp |
| Employer contribution / active EE | $23,835 | $9,481+151.4% | $46,559-48.8% | $11,476+107.7% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |