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| Provider | Service type | Compensation |
|---|---|---|
COLLERAN, O'HARA & MILLS LLP3+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 11-2326314 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $118,969 |
KOBGO ASSOCIATES3+ years Service code 10 · EIN 13-2751089 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $48,800 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $43,485 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $37,831 |
NEWTOWER TRUST COMPANY3+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO CENTER SUITE 1600 · BETHESDA, MD 20814 | Securities Custodian | $26,650 |
DANIEL H. COOK ASSOCIATES, INC3+ 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 | $22,826 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $22,500 |
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 390 NORTH ORANGE AVE 27TH FLOOR · ORLANDO, FL 32801 | Investment Management | $20,817 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULT INC Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $18,810 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Securities Custodian | $14,442 |
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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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 12.40% | 12.23%+0.2pp | 10.36%+2.0pp | 13.95%-1.5pp |
| Employer contribution / active EE | $11,250 | $18,059-37.7% | $37,738-70.2% | $16,598-32.2% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |