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| Provider | Service type | Compensation |
|---|---|---|
DOCTORS COUNCIL6+ years Service code 15 · EIN 13-2934154 50 BROADWAY · NEW YORK, NY 10004 | Recordkeeping | $36,434 |
DOCTORS COUNCIL WELFARE PLAN6+ years Service code 15 · EIN 13-2938751 50 BROADWAY · NEW YORK, NY 10004 | Recordkeeping | $22,336 |
PRYOR CASHMAN LLP6+ years Service code 29 · EIN 13-1859294 7 TIMES SQUARE · NEW YORK, NY 10036 | Legal | $17,144 |
GOULD, KOBRICK & SCHLAPP, P.C.6+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE · NEW YORK, NY 10016 | Accounting | $13,000 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $77 |
AMERICAN FUNDS1 year Service code 52 · EIN 22-1557722 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS 06-0867264 Service code 52 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Filed as: AMERICAN FUNDS 22-1557722 Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK1 year Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
BLACKROCK1 year Filed as: BLACKROCK 51-0318674 Service code 52 | Indirect Investment Fees | $0 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,174 | $136,307-49.3% | $177,821-61.1% | $73,488-5.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 6.18% | 18.68%-12.5pp | 48.32%-42.1pp | 28.51%-22.3pp |
| Employer contribution / active EE | $14,372 | $3,712+287.2% | $5,918+142.8% | $2,270+533.1% |
| Participant deferral / active EE | $0 | $5,829-100.0% | $7,714-100.0% | $3,740-100.0% |
| Admin fee / account holder | $328 | $596-44.9% | $12,427-97.4% | $513-36.1% |