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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC3+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 14 · EIN 11-2424843 | Plan Administrator | $158,177 |
O'CONNOR DAVIES, LLP3+ years Filed as: O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $98,000 |
THE SEGAL COMPANY3+ years Filed as: THE SEGAL GROUP INC. Service code 11 · EIN 13-5635004 | Actuarial | $89,053 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 1270 SOLDIERS FIELD · BOSTON, MA 02135 | Investment Mgmt Fees | $80,135 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $64,133 |
CRESENT CAPITAL1 year Service code 51 1251 AVENUE OF THE AMERICAS · NEW YORK, NV 10020 | Investment Mgmt Fees | $35,533 |
VIRGINIA & AMBINDER, LLP3+ years Filed as: VIRGINA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $33,843 |
ICC CAPITAL MANAGEMENT3+ years Service code 27 · EIN 59-3310114 | Advisory (Plan) | $27,751 |
REYNOLDS CONSULTING SERVICES3+ years Filed as: REYNOLDS SECURITIES LTD. Service code 27 · EIN 20-1899654 | Advisory (Plan) | $22,905 |
Filed as: MARSHALL & MOSS Service code 10 · EIN 11-3360166 | Accounting | $22,588 |
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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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.53% | 12.33%+1.2pp | 8.32%+5.2pp | 17.84%-4.3pp |
| Employer contribution / active EE | $4,627 | $11,641-60.3% | $30,793-85.0% | $14,688-68.5% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |