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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 11-2073596 2459 OCEAN AVENUE SUITE B · RONKONKOMA, NY 11779 | Direct Payment | $266,783 |
Filed as: INTERCONTINENTAL REAL ESTATE CO. Service code 28 · EIN 04-2895544 | Investment Management | $95,259 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $87,500 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 | Investment Management | $86,469 |
COHEN & STEERS7 years Filed as: COHEN, WEISS & SIMON, LLP Service code 29 · EIN 13-1592323 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $60,125 |
Service code 28 · EIN 13-3257590 | Investment Management | $47,441 |
WEDGE CAPITAL MANAGEMENT3 years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET 3800 · CHARLOTTE, NC 28202 | Investment Management | $41,098 |
BOLTON PARTNERS, INC.1 year Service code 50 · EIN 52-1231144 | Direct Payment | $38,400 |
GOULD, KOBRICK & SCHLAPP, P.C.9+ years Filed as: GOULD, KOBRICK & SCHLAPP PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVENUE SUITE 700 · NEW YORK, NY 10016 | Accounting | $31,500 |
Filed as: BRHD OF LOCMTV ENG & TRNMN LI WEL F Service code 50 · EIN 51-0247782 2459 OCEAN AVENUE SUITE B · RONKONKOMA, NY 11779 | Direct Payment | $30,350 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $3,299,877-100.0% | $422,209-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.3%-2.3pp |
| Annual return | 6.82% | 11.26%-4.4pp | 12.68%-5.9pp | 37.74%-30.9pp |
| Employer contribution / active EE | $9,045 | $10,658-15.1% | $41,609-78.3% | $15,788-42.7% |
| Participant deferral / active EE | $0 | $604-100.0% | $96-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,609-100.0% | $9,287-100.0% |