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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 | $63,542 |
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $28,402 |
DANIEL H. COOK ASSOCIATES, INC3+ 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 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 | $21,282 |
INVESCO3+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $20,622 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $17,750 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, INC Service code 28 · EIN 27-5440911 6075 POPLAR AVENUE SUITE 703 · MEMPHIS, TN 38119 | Investment Management | $16,965 |
QUAN-VEST CONSULTANTS, INC.3+ years Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $15,942 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Securities Custodian | $11,173 |
COLLERAN, O'HARA & MILLS LLP3+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $5,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $117,248 | $89,739+30.7% | $149,721-21.7% | $62,293+88.2% |
| Participation rate | 68.6% | 85.1%-16.5pp | 87.1%-18.5pp | 69.5%-0.9pp |
| Annual return | 7.35% | 21.01%-13.7pp | 1501.67%-1494.3pp | 28.90%-21.5pp |
| Employer contribution / active EE | $10,773 | $3,233+233.2% | $5,444+97.9% | $2,042+427.5% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $1,013 | $551+83.8% | $11,282-91.0% | $479+111.4% |