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| Provider | Service type | Compensation |
|---|---|---|
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 11-2326314 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $76,174 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $37,833 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 84-0591534 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $36,830 |
KOBGO ASSOCIATES1+ years Service code 10 · EIN 13-2751089 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $31,160 |
STACEY BRAUN ASSOCIATES, INC.1+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $25,415 |
GOULD, KOBRICK & SCHLAPP, P.C.1+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $24,900 |
NEWTOWER TRUST COMPANY1+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO CENTER SUITE 1600 · BETHESDA, MD 20814 | Securities Custodian | $23,212 |
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DANIEL H. COOK ASSOCIATES INC. Service code 13 · EIN 11-2424843 253 WEST 35TH STREET 12TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $22,680 |
ICC CAPITAL MANAGEMENT1+ years Service code 28 · EIN 59-3310114 390 NORHT ORANGE AVE 27TH FLOOR · ORLANDO, FL 32801 | Investment Management | $18,679 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST CONSULT INC Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $18,619 |
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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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.97% | -1.13%+0.2pp | -0.81%-0.2pp | 2.81%-3.8pp |
| Employer contribution / active EE | $5,995 | $14,981-60.0% | $38,425-84.4% | $16,358-63.3% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |