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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC4+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 14 · EIN 11-2424843 | Plan Administrator | $185,666 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 1270 SOLDIERS FIELD · BOSTON, MA 02135 | Investment Mgmt Fees | $120,731 |
O'CONNOR DAVIES, LLP4+ years Filed as: O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $83,075 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $54,839 |
VIRGINIA & AMBINDER, LLP4+ years Filed as: VIRGINA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $46,167 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL GROUP INC. Service code 11 · EIN 13-5635004 | Actuarial | $36,500 |
CRESENT CAPITAL2 years Service code 51 1251 AVENUE OF THE AMERICAS · NEW YORK, NV 10020 | Investment Mgmt Fees | $36,213 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: REYNOLDS SECURITIES LTD. Service code 27 · EIN 20-1899654 | Advisory (Plan) | $25,125 |
LITTLER MENDELSON, P.C.4+ years Filed as: LITTLER MENDELSON Service code 29 · EIN 94-2602731 | Legal | $13,750 |
Filed as: PRUDENTIAL INSURANCE CO Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $12,091 |
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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 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -3.92% | 2.02%-5.9pp | -752.26%+748.3pp | 33.37%-37.3pp |
| Employer contribution / active EE | $4,809 | $12,422-61.3% | $31,802-84.9% | $11,253-57.3% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |