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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 | $56,124 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $33,141 |
DANIEL H. COOK ASSOCIATES, INC2+ 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 |
NEWTOWER TRUST COMPANY2+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO CENTER SUITE 1600 · BETHESDA, MD 20814 | Securities Custodian | $20,107 |
INVESCO2+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $19,928 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $17,800 |
QUAN-VEST CONSULTANTS, INC.2+ years Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $15,843 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, INC Service code 28 · EIN 27-5440911 6075 POPLAR AVENUE SUITE 703 · MEMPHIS, TN 38119 | Investment Management | $15,048 |
COLLERAN, O'HARA & MILLS LLP2+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $13,276 |
WELBY, BRADY & GREENBLATT, LLP2+ years Service code 29 · EIN 13-3864481 11 MARTINE AVENUE · WHITE PLAINS, NY 10606 | Legal | $4,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,852 | $74,089+19.9% | $133,975-33.7% | $55,167+61.1% |
| Participation rate | 93.0% | 84.3%+8.7pp | 87.1%+5.9pp | 69.0%+24.0pp |
| Annual return | 4.43% | 12.11%-7.7pp | 29.29%-24.9pp | 169.23%-164.8pp |
| Employer contribution / active EE | $10,728 | $3,064+250.2% | $5,211+105.9% | $1,963+446.6% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $812 | $458+77.2% | $9,324-91.3% | $504+61.1% |