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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-6121379 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10001 | Recordkeeping | $46,114 |
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 | $32,729 |
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DANIEL H. COOK ASSOCIATES Service code 13 · EIN 11-2424843 253 WEST 35TH STREET 12TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $25,260 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 84-0591534 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $19,347 |
GOULD, KOBRICK & SCHLAPP, P.C.1+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $19,150 |
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 | $18,521 |
QUAN-VEST CONSULTANTS, INC.1+ years Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $15,233 |
ICC CAPITAL MANAGEMENT1+ years Filed as: ICC CAPITAL MANAGEMENT, INC Service code 28 · EIN 59-3310114 390 NORTH ORANGE AVE 27TH FLOOR · ORLANDO, FL 32801 | Investment Management | $14,246 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $8,732 |
THE SEGAL COMPANY1+ years Service code 16 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $5,858 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,063 | $70,667+3.4% | $123,105-40.7% | $52,331+39.6% |
| Participation rate | 99.3% | 83.7%+15.6pp | 86.8%+12.5pp | 68.1%+31.2pp |
| Annual return | 0.25% | 6.23%-6.0pp | 13.22%-13.0pp | 4.54%-4.3pp |
| Employer contribution / active EE | $8,292 | $2,946+181.5% | $5,151+61.0% | $1,882+340.7% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $678 | $506+33.8% | $9,014-92.5% | $592+14.6% |