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| Provider | Service type | Compensation |
|---|---|---|
INVESCO3+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $105,983 |
NEWTOWER TRUST COMPANY3+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 | Investment Management | $50,014 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FLOOR · JERSEY CITY, NJ 07310 | Advisory (Plan) | $41,403 |
QUAN-VEST CONSULTANTS, INC.3+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $36,951 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 27 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $36,807 |
DANIEL H. COOK ASSOCIATES, INC3+ 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 | $34,528 |
Service code 51 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $27,966 |
GOULD, KOBRICK & SCHLAPP, P.C.3+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $18,558 |
MARBLE INDUSTRY TRUST FUND3+ years Service code 15 · EIN 13-6118206 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10001 | Recordkeeping | $17,242 |
KOBGO ASSOCIATES3+ years Service code 10 · EIN 13-2751089 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $13,220 |
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 | $121,932 | $81,537+49.5% | $149,721-18.6% | $69,631+75.1% |
| Participation rate | 78.7% | 86.1%-7.4pp | 87.1%-8.4pp | 70.7%+8.0pp |
| Annual return | 7.53% | 22.79%-15.3pp | 1501.67%-1494.1pp | 27571.02%-27563.5pp |
| Employer contribution / active EE | $11,247 | $3,239+247.2% | $5,444+106.6% | $2,032+453.4% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,568-100.0% | $3,224-100.0% |
| Admin fee / account holder | $540 | $107+405.3% | $11,282-95.2% | $110+388.9% |