Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
GOULD, KOBRICK & SCHLAPP, P.C.8+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVE 7TH FLOOR · NEW YORK, NY 10016 | Accounting | $39,670 |
STACEY BRAUN ASSOCIATES, INC.8+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $32,279 |
COLLERAN, O'HARA & MILLS LLP8+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $28,807 |
Service code 15 · EIN 13-6121379 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10001 | Recordkeeping | $27,280 |
DANIEL H. COOK ASSOCIATES, INC8+ 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 COMPANY8+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO CENTER SUITE 1600 · BETHESDA, MD 20814 | Securities Custodian | $22,752 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Securities Custodian | $21,933 |
QUAN-VEST CONSULTANTS, INC.8+ years Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $18,581 |
VENABLE LLP1 year Service code 29 · EIN 52-0517250 151 W 42ND STREET 49TH FLOOR · NEW YORK, NY 10036 | Legal | $14,000 |
INVESCO8+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $13,459 |
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 | $113,662 | $102,661+10.7% | $151,645-25.0% | $66,949+69.8% |
| Participation rate | 89.1% | 85.5%+3.5pp | 87.5%+1.6pp | 69.8%+19.2pp |
| Annual return | -7.85% | -10.81%+3.0pp | 3.34%-11.2pp | 1.57%-9.4pp |
| Employer contribution / active EE | $11,554 | $4,184+176.1% | $6,165+87.4% | $2,545+353.9% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1,139 | $630+80.6% | $11,614-90.2% | $594+91.9% |