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| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 84-0591534 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $105,981 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FLOOR · JERSEY CITY, NJ 07310 | Advisory (Plan) | $43,616 |
NEWTOWER TRUST COMPANY1+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 | Investment Management | $37,282 |
QUAN-VEST CONSULTANTS, INC.1+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $34,127 |
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 13 · EIN 11-2424843 253 WEST 35TH STREET 12TH FLOOR · NEW YORK, NY 10001 | Contract Administrator | $31,573 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 27 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $30,499 |
TRADITION CAPITAL MANAGEMENT1+ years Service code 28 · EIN 22-3760945 129 SUMMIT AVE · SUMMIT, NJ 07901 | Investment Management | $23,787 |
Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $19,389 |
GOULD, KOBRICK & SCHLAPP, P.C.1+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $16,000 |
KOBGO ASSOCIATES1+ years Service code 10 · EIN 13-2751089 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $15,099 |
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 | $111,692 | $68,413+63.3% | $123,105-9.3% | $55,191+102.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 1.02% | 6.30%-5.3pp | 13.22%-12.2pp | 10.78%-9.8pp |
| Employer contribution / active EE | $10,256 | $3,050+236.2% | $5,151+99.1% | $1,899+440.2% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $716 | $88+715.1% | $9,014-92.1% | $91+688.5% |