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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC6+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 14 · EIN 11-2424843 | Plan Administrator | $158,073 |
O'CONNOR DAVIES, LLP6+ years Filed as: O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $86,800 |
WILLMINGTON TRUST1 year Service code 27 RODNEY SQUARE NORTH · WILLMINGTON, DE 19890 | Advisory (Plan) | $78,829 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND LL Service code 51 1270 SOLDIERS FIELD · BOSTON, MA 02135 | Investment Mgmt Fees | $75,193 |
Filed as: BOYD WATTERSON GSA FUND, LP Service code 19 · EIN 45-2061717 | Securities Custodian | $60,195 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NY MELLON Service code 21 · EIN 25-6078093 | Bank Trustee | $55,945 |
THE SEGAL COMPANY6+ years Filed as: THE SEGAL GROUP INC. Service code 11 · EIN 13-5635004 | Actuarial | $46,000 |
VIRGINIA & AMBINDER, LLP6+ years Filed as: VIRGINA & AMBINDER Service code 29 · EIN 13-4166736 | Legal | $41,101 |
CRESENT CAPITAL4 years Service code 51 1251 AVENUE OF THE AMERICAS · NEW YORK, NV 10020 | Investment Mgmt Fees | $38,728 |
REYNOLDS CONSULTING SERVICES6+ years Filed as: REYNOLDS SECURITIES LTD. Service code 27 · EIN 20-1899654 | Advisory (Plan) | $27,345 |
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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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 9.15% | 6.82%+2.3pp | 8.01%+1.1pp | 12.86%-3.7pp |
| Employer contribution / active EE | $4,081 | $12,695-67.9% | $29,475-86.2% | $13,687-70.2% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |