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| Provider | Service type | Compensation |
|---|---|---|
DOCTORS COUNCIL WELFARE PLAN2+ years Service code 15 · EIN 13-2938751 50 BROADWAY · NEW YORK, NY 10004 | Recordkeeping | $31,213 |
DOCTORS COUNCIL2+ years Service code 15 · EIN 13-2934154 50 BROADWAY · NEW YORK, NY 10004 | Recordkeeping | $31,204 |
PRYOR CASHMAN LLP2+ years Service code 29 · EIN 13-1859294 7 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $15,307 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 3 PARK AVENUE · NEW YORK, NY 10016 | Accounting | $14,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,641 | $74,089-39.7% | $133,975-66.7% | $55,167-19.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.1%+12.9pp | 69.0%+31.0pp |
| Annual return | 3.49% | 12.11%-8.6pp | 29.29%-25.8pp | 169.23%-165.7pp |
| Employer contribution / active EE | $9,411 | $3,064+207.2% | $5,211+80.6% | $1,963+379.5% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $317 | $458-30.8% | $9,324-96.6% | $504-37.1% |