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| Provider | Service type | Compensation |
|---|---|---|
BOYD WATTERSON ASSET MANAGEMENT5+ years Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1301 E 9TH STREET SUITE 2900 · CLEVELAND, OH 44114 | Securities Custodian | $157,560 |
TOCQUEVILLE ASSET MANAGEMENT5+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $117,400 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $95,172 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06013 | Securities Custodian | $75,304 |
GLOBAL TRUST COMPANY2 years Service code 21 · EIN 26-3761443 12 GILL STREET · WOBURN, MA 01801 | Bank Trustee | $55,588 |
ANNALISA DEFALCO5+ years Service code 14 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $50,418 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $46,659 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PKWY · ST PETERSBURG, IL 33716 | Investment Management | $45,926 |
WAGNER & ZWERMAN LLP5+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD - SUITE 202 · MELVILLE, NY 11747 | Accounting | $43,262 |
JAMES A. REICHERT5+ years Filed as: JAMES CORNELL Service code 30 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Employee (plan); Direct payment from ... | $33,370 |
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 | $76,541 | $110,699-30.9% | $177,839-57.0% | $90,274-15.2% |
| Participation rate | 93.3% | 88.3%+4.9pp | 87.7%+5.6pp | 73.4%+19.9pp |
| Annual return | 4.27% | 22.79%-18.5pp | 48.33%-44.1pp | 53.97%-49.7pp |
| Employer contribution / active EE | $4,465 | $4,118+8.4% | $5,919-24.6% | $2,523+76.9% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,231-100.0% |
| Admin fee / account holder | $356 | $90+295.6% | $12,432-97.1% | $114+212.3% |