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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC3+ years Service code 13 · EIN 11-2424843 253 WEST 35TH STREET 12TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $56,696 |
ENTRUST PARTNERS OFFSHORE LP3+ years Filed as: ENTRUST PARTNERS OFFSHORE LLC Service code 28 · EIN 90-0644478 375 PARK AVENUE 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $52,512 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $48,551 |
ASB CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $36,545 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ 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 | $30,414 |
Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $27,966 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $26,814 |
NEWTOWER TRUST COMPANY3+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 30-0872552 | Securities Custodian | $25,709 |
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 19 · EIN 84-0591534 | Securities Custodian | $20,521 |
MARBLE INDUSTRY TRUST FUND3+ years Service code 15 · EIN 13-6118206 253 WEST 35TH STREET - 12 FLOOR · NEW YORK, NY 100011970 | Recordkeeping | $19,417 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 13.74% | 13.03%+0.7pp | 10.36%+3.4pp | 23.90%-10.2pp |
| Employer contribution / active EE | $9,390 | $15,779-40.5% | $37,738-75.1% | $16,539-43.2% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |