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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATIVE SERVICES ONLY2+ years Filed as: ADMINISTRATIVE SERVICES ONLY, INC Service code 15 · EIN 11-2995970 303 MERRICK ROAD · LYNBROOK, NY 11563 | Recordkeeping | $96,948 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $70,040 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $52,059 |
SPIVAK LIPTON LLP2+ years Service code 29 · EIN 13-3494495 1700 BROADWAY · NEW YORK, NY 10019 | Legal | $45,051 |
GOULD, KOBRICK & SCHLAPP, P.C.2+ years Filed as: GOULD, KOBRICK & SCHLAPP, P.C Service code 10 · EIN 13-3082707 3 PARK AVENUE · NEW YORK, NY 10016 | Accounting | $27,000 |
KOBGO ASSOCIATES2+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 3 PARK AVENUE · NEW YORK, NY 10016 | Accounting | $25,526 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $79,438-100.0% | $374,107-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 9.7%-9.7pp | 22.0%-22.0pp | 12.6%-12.6pp |
| Annual return | 1.04% | 5.68%-4.6pp | 4.74%-3.7pp | 4.56%-3.5pp |
| Employer contribution / active EE | $29,999 | $16,243+84.7% | $36,089-16.9% | $15,526+93.2% |
| Participant deferral / active EE | $0 | $115-100.0% | $59-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,542-100.0% | $10,677-100.0% | $1,711-100.0% |