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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $61,339 |
DANIEL H. COOK ASSOCIATES, INC2+ years Service code 13 · EIN 11-2424843 253 WEST 35TH STREET 12TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $55,071 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST PARTNERS OFFSHORE LLC Service code 28 · EIN 90-0644478 375 PARK AVENUE 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $50,057 |
Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $44,362 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $34,935 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ years Filed as: GOULD KOBRICK AND SCHLAPP P.C. Service code 10 · EIN 13-3082707 3 PARK AVENUE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $33,012 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $24,876 |
NEWTOWER TRUST COMPANY2+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 30-0872552 | Securities Custodian | $24,334 |
MARBLE INDUSTRY TRUST FUND2+ years Service code 15 · EIN 13-6118206 253 WEST 35TH STREET - 12 FLOOR · NEW YORK, NY 100011970 | Recordkeeping | $23,740 |
INVESCO2+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 19 · EIN 84-0591534 | Securities Custodian | $17,955 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 6.02% | 5.13%+0.9pp | 4.74%+1.3pp | 7.18%-1.2pp |
| Employer contribution / active EE | $8,406 | $14,689-42.8% | $36,089-76.7% | $13,095-35.8% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |