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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 | $36,369 |
STACEY BRAUN ASSOCIATES, INC.7+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $33,498 |
GOULD, KOBRICK & SCHLAPP, P.C.7+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVE 7TH FLOOR · NEW YORK, NY 10016 | Accounting | $26,850 |
DANIEL H. COOK ASSOCIATES, INC7+ 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 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Securities Custodian | $21,295 |
NEWTOWER TRUST COMPANY7+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO CENTER SUITE 1600 · BETHESDA, MD 20814 | Securities Custodian | $19,081 |
QUAN-VEST CONSULTANTS, INC.7+ years Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $17,668 |
INVESCO7+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $14,482 |
Filed as: HIGHLAND CAPITAL MANAGEMENT, INC Service code 28 · EIN 27-5440911 6075 POPLAR AVENUE SUITE 703 · MEMPHIS, TN 38119 | Investment Management | $11,305 |
COLLERAN, O'HARA & MILLS LLP7+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $10,190 |
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 | $129,296 | $121,341+6.6% | $189,545-31.8% | $79,389+62.9% |
| Participation rate | 89.9% | 86.1%+3.8pp | 87.8%+2.1pp | 70.7%+19.2pp |
| Annual return | 8.12% | 21.08%-13.0pp | 555.36%-547.2pp | 116.89%-108.8pp |
| Employer contribution / active EE | $11,341 | $3,915+189.7% | $6,162+84.0% | $2,428+367.1% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $886 | $651+36.0% | $12,049-92.6% | $626+41.4% |