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| Provider | Service type | Compensation |
|---|---|---|
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $473,607 |
BOYD WATTERSON ASSET MANAGEMENT7+ 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 | $281,920 |
Service code 19 · EIN 86-1529826 11100 SANTA MONICA BLVD, SUITE 2000 · LOS ANGELES, CA 90025 | Securities Custodian | $278,534 |
TOCQUEVILLE ASSET MANAGEMENT7+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $116,582 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP LP Service code 19 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Securities Custodian | $110,655 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06013 | Securities Custodian | $103,381 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 880 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Investment Management | $56,878 |
EATON VANCE3 years Service code 28 · EIN 04-3101341 2 INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $55,887 |
ANNALISA DEFALCO7+ years Service code 14 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $53,449 |
Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $47,253 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,569 | $95,918-12.9% | $151,634-44.9% | $77,906+7.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -2.07% | -5.50%+3.4pp | 3.32%-5.4pp | 12.16%-14.2pp |
| Employer contribution / active EE | $5,208 | $4,330+20.3% | $6,165-15.5% | $2,846+83.0% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,805-100.0% |
| Admin fee / account holder | $701 | $93+651.3% | $11,614-94.0% | $133+428.5% |