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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $73,290 |
MARBLE INDUSTRY TRUST FUND7+ years Service code 15 · EIN 13-6118206 253 WEST 35TH STREET - 12 FLOOR · NEW YORK, NY 100011970 | Recordkeeping | $62,228 |
DANIEL H. COOK ASSOCIATES, INC7+ years Service code 13 · EIN 11-2424843 253 WEST 35TH STREET 12TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $58,813 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $57,537 |
THE SEGAL COMPANY4 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $35,000 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: JP MORGAN Service code 24 · EIN 13-4994650 270 PARK AVENUE FLOOR 22 · NEW YORK, NY 10017 | Discretionary Trustee | $33,073 |
GOULD, KOBRICK & SCHLAPP, P.C.7+ 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 | $31,335 |
NEWTOWER TRUST COMPANY7+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 30-0872552 | Securities Custodian | $30,331 |
QUAN-VEST CONSULTANTS, INC.7+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $28,125 |
Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $27,178 |
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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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 16.05% | 11.84%+4.2pp | 8.95%+7.1pp | 13.24%+2.8pp |
| Employer contribution / active EE | $11,577 | $12,426-6.8% | $46,559-75.1% | $14,616-20.8% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |