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| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.4+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $27,524 |
GOULD, KOBRICK & SCHLAPP, P.C.4+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $25,750 |
DANIEL H. COOK ASSOCIATES, INC4+ 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 |
Service code 15 · EIN 13-6121379 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10001 | Recordkeeping | $25,112 |
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 | $21,030 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, INC Service code 28 · EIN 27-5440911 6075 POPLAR AVENUE SUITE 703 · MEMPHIS, TN 38119 | Investment Management | $19,049 |
QUAN-VEST CONSULTANTS, INC.4+ years Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $17,488 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Securities Custodian | $13,583 |
INVESCO4+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $12,983 |
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $5,896 |
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 | $124,219 | $79,523+56.2% | $140,019-11.3% | $56,289+120.7% |
| Participation rate | 96.2% | 85.7%+10.5pp | 87.5%+8.7pp | 69.9%+26.4pp |
| Annual return | -1.33% | 2.39%-3.7pp | 651.17%-652.5pp | -9.96%+8.6pp |
| Employer contribution / active EE | $16,886 | $3,350+404.1% | $5,605+201.3% | $2,111+699.9% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $928 | $614+51.0% | $10,705-91.3% | $521+78.1% |