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| Provider | Service type | Compensation |
|---|---|---|
Service code 19 · EIN 86-1529826 11100 SANTA MONICA BLVD, SUITE 2000 · LOS ANGELES, CA 90025 | Securities Custodian | $572,293 |
BOYD WATTERSON ASSET MANAGEMENT8+ 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 | $291,524 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $127,039 |
TOCQUEVILLE ASSET MANAGEMENT8+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $114,448 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP LP Service code 19 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Securities Custodian | $107,195 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 19 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06013 | Securities Custodian | $85,415 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 707 2ND AVE S · MINNEAPOLIS, MN 55402 | Investment Management | $68,034 |
ANNALISA DEFALCO8+ years Service code 14 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $56,444 |
EATON VANCE4 years Service code 28 · EIN 04-3101341 2 INTERNATIONAL PLACE · BOSTON, MA 02110 | Investment Management | $56,224 |
Filed as: RAYMOND JAMES INVESTMENT MGMT Service code 28 · EIN 59-2385219 780 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Investment Management | $53,738 |
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 | $86,473 | $88,479-2.3% | $96,543-10.4% | $80,187+7.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 3.88% | 22.53%-18.7pp | 35.75%-31.9pp | 40.40%-36.5pp |
| Employer contribution / active EE | $10,467 | $4,177+150.6% | $3,741+179.8% | $2,980+251.3% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $674 | $211+218.9% | $6,737-90.0% | $145+365.1% |