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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.6+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $61,046 |
DANIEL H. COOK ASSOCIATES, INC6+ years Service code 13 · EIN 11-2424843 253 WEST 35TH STREET 12TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $60,853 |
THE SEGAL COMPANY3 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $56,750 |
ASB CAPITAL MANAGEMENT6+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $42,564 |
MARBLE INDUSTRY TRUST FUND6+ years Service code 15 · EIN 13-6118206 253 WEST 35TH STREET - 12 FLOOR · NEW YORK, NY 100011970 | Recordkeeping | $42,322 |
GOULD, KOBRICK & SCHLAPP, P.C.6+ years Filed as: GOULD KOBRICK AND SCHLAPP P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVE 7TH FLOOR · NEW YORK, NY 10016 | Accounting | $31,303 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: JP MORGAN Service code 24 · EIN 13-4994650 270 PARK AVENUE FLOOR 22 · NEW YORK, NY 10017 | Discretionary Trustee | $30,276 |
NEWTOWER TRUST COMPANY6+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 30-0872552 | Securities Custodian | $29,261 |
QUAN-VEST CONSULTANTS, INC.6+ 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 | $26,398 |
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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 | $1,863,299-100.0% | $373,805-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 5.0%-5.0pp | 18.9%-18.9pp | 0.6%-0.6pp |
| Annual return | 12.34% | 9.58%+2.8pp | 9.52%+2.8pp | 11.45%+0.9pp |
| Employer contribution / active EE | $11,475 | $21,155-45.8% | $41,951-72.6% | $17,219-33.4% |
| Participant deferral / active EE | $0 | $125-100.0% | $18-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $4,319-100.0% | $1,512-100.0% | $15,480-100.0% |