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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC7+ years Service code 13 · EIN 11-2424843 | Contract Administrator | $74,774 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 19 · EIN 34-1542819 | Securities Custodian | $55,000 |
CONGRESS ASSET MANAGEMENT7+ years Service code 28 · EIN 04-2848965 | Investment Management | $52,685 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL CO (EASTERN STATES), INC Service code 11 · EIN 13-1835864 | Actuarial | $48,244 |
SCHULTHEIS & PANETTIERI, LLP7+ years Service code 10 · EIN 13-1577780 | Accounting | $42,248 |
COLLERAN, O'HARA & MILLS LLP7+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $19,059 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN ASSOCIATES, INC Service code 28 · EIN 13-2889432 | Investment Management | $17,486 |
Service code 29 40 UNQUA PLACE · AMITYVILLE, NY 11701 | Legal | $9,500 |
WELBY, BRADY & GREENBLATT, LLP7+ years Service code 29 · EIN 13-3864481 | Legal | $9,250 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $201,582-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.6%-3.6pp |
| Annual return | 12.63% | 17.53%-4.9pp | 11.08%+1.5pp | 11.84%+0.8pp |
| Employer contribution / active EE | $20,358 | $12,005+69.6% | $28,418-28.4% | $17,339+17.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $6,559-100.0% | $409-100.0% |