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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 14 · EIN 11-2424843 | Plan Administrator | $156,762 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 1270 SOLDIERS FIELD · BOSTON, MA 02135 | Investment Mgmt Fees | $131,016 |
O'CONNOR DAVIES, LLP1+ years Filed as: O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $102,200 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $101,887 |
THE SEGAL COMPANY1+ years Filed as: THE SEGAL GROUP INC. Service code 11 · EIN 13-5635004 | Actuarial | $62,500 |
ENTRUST PARTNERS OFFSHORE LP1+ years Filed as: ENTRUST PARTNERS OFFSHORE Service code 52 · EIN 90-0644478 | Indirect Investment Fees | $55,264 |
ICC CAPITAL MANAGEMENT1+ years Service code 27 · EIN 59-3310114 | Advisory (Plan) | $51,201 |
Filed as: MARSHALL & MOSS Service code 10 · EIN 04-3652965 | Accounting | $37,365 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $31,357 |
VIRGINIA & AMBINDER, LLP1+ years Filed as: VIRGINA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $27,414 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.63% | 0.68%-1.3pp | -1.61%+1.0pp | -0.60%0pp |
| Employer contribution / active EE | $6,229 | $10,568-41.1% | $30,840-79.8% | $12,272-49.2% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |