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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $62,047 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $61,604 |
DANIEL H. COOK ASSOCIATES, INC9+ years Service code 13 · EIN 11-2424843 1040 AVENUE OF THE AMERICAS 24TH FL · NEW YORK, NY 10018 | Contract Administrator | $57,739 |
MARBLE INDUSTRY TRUST FUND9+ years Service code 15 · EIN 13-6118206 1040 AVENUE OF THE AMERICAS 24TH FL · NEW YORK, NY 10018 | Recordkeeping | $41,135 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $37,160 |
THE SEGAL COMPANY6 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $35,000 |
GOULD, KOBRICK & SCHLAPP, P.C.9+ 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 | $33,402 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN Service code 24 · EIN 13-4994650 270 PARK AVENUE FLOOR 22 · NEW YORK, NY 10017 | Discretionary Trustee | $32,712 |
QUAN-VEST CONSULTANTS, INC.9+ years Filed as: QUAN-VEST CONSULTANTS INC. Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $28,500 |
Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $28,088 |
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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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 12.90% | 11.26%+1.6pp | 12.68%+0.2pp | 37.74%-24.8pp |
| Employer contribution / active EE | $8,790 | $10,658-17.5% | $41,609-78.9% | $15,788-44.3% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |