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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $43,370 |
KOBGO ASSOCIATES4+ years Service code 10 · EIN 13-2751089 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $32,520 |
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 11-2326314 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $29,396 |
INVESCO4+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $28,133 |
GOULD, KOBRICK & SCHLAPP, P.C.4+ years Filed as: GOULD KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $28,000 |
NEWTOWER TRUST COMPANY4+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO CENTER SUITE 1600 · BETHESDA, MD 20814 | Securities Custodian | $26,193 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Securities Custodian | $25,476 |
DANIEL H. COOK ASSOCIATES, INC4+ 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 |
Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 390 NORTH ORANGE AVE 27TH FLOOR · ORLANDO, FL 32801 | Investment Management | $18,950 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULT INC Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $18,584 |
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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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | -4.43% | -1.53%-2.9pp | -2.18%-2.2pp | -0.69%-3.7pp |
| Employer contribution / active EE | $12,911 | $14,498-11.0% | $38,751-66.7% | $16,786-23.1% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |