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| Provider | Service type | Compensation |
|---|---|---|
COLLERAN, O'HARA & MILLS LLP9+ years Filed as: HOLM & OHARA LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $53,298 |
GOULD, KOBRICK & SCHLAPP, P.C.9+ years Filed as: GOULD, KOBRICK, & SCHLAPP, P.C. Service code 10 · EIN 13-3082707 192 LEXINGTON AVE 7TH FLOOR · NEW YORK, NY 10016 | Accounting | $35,238 |
Service code 15 · EIN 13-6121379 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10018 | Recordkeeping | $27,540 |
DANIEL H. COOK ASSOCIATES, INC9+ years Filed as: DANIEL H. COOK ASSOCIATES Service code 13 · EIN 11-2424843 1040 AVENUE OF THE AMERICAS · NEW YORK, NY 10018 | 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 | $22,147 |
NEWTOWER TRUST COMPANY9+ years Filed as: NEW TOWER TRUST COMPANY Service code 19 · EIN 20-1641876 3 BETHESDA METRO CENTER SUITE 1600 · BETHESDA, MD 20814 | Securities Custodian | $20,546 |
STACEY BRAUN ASSOCIATES, INC.9+ years Filed as: STACEY BRAUN ASSOCIATES Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $18,482 |
QUAN-VEST CONSULTANTS, INC.9+ years Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $17,985 |
VENABLE LLP2 years Service code 29 · EIN 52-0517250 151 W 42ND STREET 49TH FLOOR · NEW YORK, NY 10036 | Legal | $12,700 |
INVESCO9+ years Filed as: INVESCO TRUST COMPANY Service code 19 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Securities Custodian | $10,996 |
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 | $122,389 | $130,294-6.1% | $170,057-28.0% | $71,529+71.1% |
| Participation rate | 89.7% | 86.2%+3.5pp | 87.0%+2.7pp | 67.9%+21.7pp |
| Annual return | 3.76% | 20.36%-16.6pp | 53.42%-49.7pp | 28.97%-25.2pp |
| Employer contribution / active EE | $14,082 | $4,385+221.2% | $6,790+107.4% | $2,590+443.7% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,411-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1,220 | $966+26.2% | $12,826-90.5% | $1,588-23.2% |