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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 ONE NY PLAZA 36TH FLOOR · NEW YORK, NY 10004 | Securities Custodian | $529,529 |
BLET GENERAL COMM. OF ADJUSTMENT1+ years Service code 50 · EIN 11-2073596 330 MOTOR PARKWAY STE 307 · HAUPPAUGE, NY 11788 | Direct Payment | $92,222 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $33,250 |
GOULD, KOBRICK & SCHLAPP, P.C.1+ years Filed as: GOULD, KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 3 PARK AVENUE SUITE 1402 · NEW YORK, NY 10016 | Accounting | $22,500 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: HOLM & OHARA, LLP Service code 29 · EIN 13-3591118 3 WEST 35TH STREET 9TH FLOOR · NEW YORK, NY 10001 | Legal | $20,463 |
GROOM LAW GROUP1+ years Filed as: GROOM LAW CHARTERED Service code 29 · EIN 52-1219029 1701 PENNSYLVANIA AVENUE STE 1200 · WASHINGTON, DC 20006 | Legal | $18,856 |
JOHN CHEEK, CPA1+ years Service code 10 · EIN 11-3491592 1421 QUARRY RD · CALEDONIA, NY 14423 | Accounting | $9,120 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -2.25% | 0.06%-2.3pp | -0.81%-1.4pp | -0.60%-1.7pp |
| Employer contribution / active EE | $7,280 | $14,206-48.8% | $38,425-81.1% | $12,272-40.7% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |