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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 | $33,646 |
STACEY BRAUN ASSOCIATES, INC.5+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $28,885 |
DANIEL H. COOK ASSOCIATES, INC5+ 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 |
GOULD, KOBRICK & SCHLAPP, P.C.5+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $21,400 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Securities Custodian | $20,264 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, INC Service code 28 · EIN 27-5440911 6075 POPLAR AVENUE SUITE 703 · MEMPHIS, TN 38119 | Investment Management | $19,357 |
QUAN-VEST CONSULTANTS, INC.5+ years Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $17,685 |
NEWTOWER TRUST COMPANY5+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO CENTER SUITE 1600 · BETHESDA, MD 20814 | Securities Custodian | $17,096 |
INVESCO5+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $12,911 |
COLLERAN, O'HARA & MILLS LLP5+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $6,531 |
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 | $107,341 | $98,982+8.4% | $162,185-33.8% | $65,186+64.7% |
| Participation rate | 89.9% | 85.8%+4.2pp | 87.6%+2.4pp | 70.2%+19.7pp |
| Annual return | 10.19% | 24.84%-14.7pp | 115.61%-105.4pp | 29.39%-19.2pp |
| Employer contribution / active EE | $12,919 | $3,467+272.7% | $5,613+130.1% | $2,177+493.5% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $791 | $596+32.7% | $10,844-92.7% | $847-6.6% |