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| Provider | Service type | Compensation |
|---|---|---|
TERRACAP MANAGEMENT, LLC2 years Service code 19 999 VANDERBILT BEACH RD, SUITE 701 · NAPLES, FL 34108 | Securities Custodian | $439,159 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $408,510 |
CAPITAL ASSET ADVISORS9+ years Service code 27 · EIN 06-1218195 1029 FRIENDLY RD · OYSTER BAY, NY 11771 | Advisory (Plan) | $200,000 |
KATHLEEN KREINBIHL9+ years Service code 30 · EIN 11-2610489 817 OLD CUTTER MILL RD · GREAT NECK, NY 11021 | Employee (plan); Direct payment from ... | $94,536 |
ENTRUST PARTNERS OFFSHORE LP9+ years Filed as: ENTRUST PARTNERS OFFSHORE, LP Service code 28 · EIN 90-0644478 375 PARK AVENUE, 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $67,085 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 ONE PARK AVE · NEW YORK, NY 10016 | Actuarial | $61,023 |
US BANK9+ years Service code 19 · EIN 31-0841368 2204 LAKESHORE DRIVE · BIRMINGHAM, AL 35209 | Securities Custodian | $37,780 |
FRIEDMAN & ANSPACH9+ years Service code 29 · EIN 13-3403675 1500 BROADWAY · NEW YORK, NY 35209 | Legal | $33,644 |
MSPC9+ years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 22-2951202 340 NORTH AVENUE · CRANFORD, NJ 07016 | Accounting | $24,633 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 11.27% | 8.84%+2.4pp | 12.68%-1.4pp | 9.11%+2.2pp |
| Employer contribution / active EE | $17,910 | $8,705+105.7% | $41,626-57.0% | $12,231+46.4% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |