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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC2+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 14 · EIN 11-2424843 | Plan Administrator | $157,097 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 1270 SOLDIERS FIELD · BOSTON, MA 02135 | Investment Mgmt Fees | $135,406 |
O'CONNOR DAVIES, LLP2+ years Filed as: O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $89,400 |
ICC CAPITAL MANAGEMENT2+ years Service code 27 · EIN 59-3310114 | Advisory (Plan) | $78,462 |
ENTRUST PARTNERS OFFSHORE LP2+ years Filed as: ENTRUST PARTNERS OFFSHORE Service code 52 · EIN 90-0644478 | Indirect Investment Fees | $51,152 |
THE SEGAL COMPANY2+ years Filed as: THE SEGAL GROUP INC. Service code 11 · EIN 13-5635004 | Actuarial | $43,875 |
VIRGINIA & AMBINDER, LLP2+ years Filed as: VIRGINA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $33,136 |
NEUBERGER BERMAN2+ years Service code 51 P O BOX 55218 · BOSTON, MA 02205 | Investment Mgmt Fees | $32,688 |
Filed as: MARSHALL & MOSS Service code 10 · EIN 11-3360166 | Accounting | $31,526 |
REYNOLDS CONSULTING SERVICES2+ years Filed as: REYNOLDS SECURITIES LTD. Service code 27 · EIN 20-1899654 | Advisory (Plan) | $22,905 |
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Employer contribution per participant 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 | $0 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 8.36% | 3.63%+4.7pp | 4.16%+4.2pp | 9.19%-0.8pp |
| Employer contribution / active EE | $4,898 | $11,363-56.9% | $29,966-83.7% | $12,608-61.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |