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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC4+ years Service code 13 · EIN 11-2424843 253 WEST 35TH STREET 12TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $57,261 |
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $50,954 |
MARBLE INDUSTRY TRUST FUND4+ years Service code 15 · EIN 13-6118206 253 WEST 35TH STREET - 12 FLOOR · NEW YORK, NY 100011970 | Recordkeeping | $47,636 |
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $40,000 |
ASB CAPITAL MANAGEMENT4+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $39,149 |
GOULD, KOBRICK & SCHLAPP, P.C.4+ 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 | $30,450 |
NEWTOWER TRUST COMPANY4+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 30-0872552 | Securities Custodian | $27,382 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $27,000 |
Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $24,440 |
ENTRUST PARTNERS OFFSHORE LP4+ years Filed as: ENTRUST PARTNERS OFFSHORE LLC Service code 28 · EIN 90-0644478 375 PARK AVENUE 24TH FLOOR · NEW YORK, NY 10152 | Investment Management | $20,101 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -2.75% | -1.12%-1.6pp | -2.18%-0.6pp | 0.19%-2.9pp |
| Employer contribution / active EE | $11,792 | $12,052-2.2% | $38,751-69.6% | $13,763-14.3% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |