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| Provider | Service type | Compensation |
|---|---|---|
TERRACAP MANAGEMENT, LLC1 year Service code 19 999 VANDERBILT BEACH RD, SUITE 701 · NAPLES, FL 34108 | Securities Custodian | $674,157 |
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $456,353 |
CAPITAL ASSET ADVISORS8+ years Service code 27 · EIN 06-1218195 1029 FRIENDLY RD · OYSTER BAY, NY 11771 | Advisory (Plan) | $175,000 |
KATHLEEN KREINBIHL8+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Direct payment from the plan; Employe... | $90,900 |
ENTRUST PARTNERS OFFSHORE LP8+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $66,152 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 ONE PARK AVE · NEW YORK, NY 10016 | Actuarial | $46,436 |
US BANK8+ years Service code 19 · EIN 31-0841368 2204 LAKESHORE DRIVE · BIRMINGHAM, AL 35209 | Securities Custodian | $37,765 |
MSPC8+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $29,658 |
FRIEDMAN & ANSPACH8+ years Service code 29 · EIN 13-3403675 1500 BROADWAY · NEW YORK, NY 35209 | Legal | $23,072 |
GOLDMAN SACHS3 years Filed as: VIBRANT CAPITAL PARTNERS Service code 28 · EIN 74-3199235 | Investment Management | $8,604 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -10.60% | -6.02%-4.6pp | -3.21%-7.4pp | 23.41%-34.0pp |
| Employer contribution / active EE | $23,737 | $11,241+111.2% | $46,051-48.5% | $12,650+87.7% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |