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| Provider | Service type | Compensation |
|---|---|---|
BOYD WATTERSON ASSET MANAGEMENT6+ 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 | $237,523 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06013 | Securities Custodian | $102,834 |
TOCQUEVILLE ASSET MANAGEMENT6+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $90,836 |
GLOBAL TRUST COMPANY3 years Service code 21 · EIN 26-3761443 12 GILL STREET - SUITE 2600 · WOBURN, MA 01801 | Bank Trustee | $84,184 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $74,807 |
ANNALISA DEFALCO6+ years Service code 14 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $52,482 |
BARNES, IACCARINO & SHEPHERD LLP6+ years Filed as: BARNES, IACCARINO & SHEPHERD, LLP Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $47,265 |
WAGNER & ZWERMAN LLP6+ years Service code 10 · EIN 11-2836481 201 OLD COUNTRY ROAD - SUITE 202 · MELVILLE, NY 11747 | Accounting | $42,825 |
EATON VANCE2 years Service code 28 · EIN 04-3101341 2 INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $42,797 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLION PKWY · ST. PETERSBURG, IL 33716 | Investment Management | $38,006 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,218 | $118,337-27.1% | $189,534-54.5% | $93,010-7.3% |
| Participation rate | 94.4% | 89.1%+5.3pp | 87.8%+6.6pp | 73.9%+20.5pp |
| Annual return | 12.90% | 21.77%-8.9pp | 555.39%-542.5pp | 158.70%-145.8pp |
| Employer contribution / active EE | $4,538 | $4,204+7.9% | $6,162-26.4% | $2,705+67.7% |
| Participant deferral / active EE | $0 | $7,123-100.0% | $8,220-100.0% | $4,561-100.0% |
| Admin fee / account holder | $368 | $100+269.6% | $12,049-96.9% | $152+142.9% |