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| Provider | Service type | Compensation |
|---|---|---|
ADMINISTRATIVE SERVICES ONLY3+ 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.3+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $65,184 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $51,935 |
SPIVAK LIPTON LLP3+ years Service code 29 · EIN 13-3494495 1700 BROADWAY · NEW YORK, NY 10019 | Legal | $49,730 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Filed as: GOULD, KOBRICK & SCHLAPP, P.C Service code 10 · EIN 13-3082707 3 PARK AVENUE · NEW YORK, NY 10016 | Accounting | $28,000 |
KOBGO ASSOCIATES3+ years Filed as: KOBGO ASSOCIATES, INC. Service code 10 · EIN 13-2751089 3 PARK AVENUE · NEW YORK, NY 10016 | Accounting | $14,626 |
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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 | $46,757-100.0% | $411,917-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 11.3%-11.3pp |
| Annual return | 9.53% | 11.16%-1.6pp | 10.36%-0.8pp | 10.41%-0.9pp |
| Employer contribution / active EE | $39,317 | $16,610+136.7% | $37,738+4.2% | $14,691+167.6% |
| Participant deferral / active EE | $0 | $28-100.0% | $137-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $15,661-100.0% | $2,646-100.0% |