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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 | $772,962 |
BOYD WATTERSON ASSET MANAGEMENT9+ 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 | $281,822 |
TOCQUEVILLE ASSET MANAGEMENT9+ years Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 28 · EIN 13-3547557 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $117,107 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 19 · EIN 06-1050034 8519 E. ORCHARD ROAD 8T3 · GREENWOOD VILLAGE, CO 80111 | Securities Custodian | $103,496 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 19 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Securities Custodian | $101,738 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL GROUP LP Service code 19 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Securities Custodian | $95,646 |
COLUMBIA2 years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 707 2ND AVE S · MINNEAPOLIS, MN 55402 | Investment Management | $59,626 |
EATON VANCE5 years Service code 28 · EIN 04-3101341 ONE POST OFFICE SQUARE, SUITE 1600 · BOSTON, MA 02109 | Investment Management | $59,534 |
Filed as: RAYMOND JAMES INVESTMENT MGMT Service code 28 · EIN 59-2385219 780 CARILLON PKWY · ST. PETERSBURG, FL 33716 | Investment Management | $57,624 |
ANNALISA DEFALCO9+ years Service code 14 · EIN 11-2911064 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $56,527 |
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 | $91,665 | $241,850-62.1% | $102,437-10.5% | $200,096-54.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 7.09% | 17.67%-10.6pp | 24.95%-17.9pp | 34.26%-27.2pp |
| Employer contribution / active EE | $10,667 | $4,253+150.8% | $3,871+175.6% | $3,038+251.2% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $683 | $288+137.3% | $8,388-91.9% | $269+153.8% |