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| Provider | Service type | Compensation |
|---|---|---|
INVESCO4+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $112,123 |
NEWTOWER TRUST COMPANY4+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 | Investment Management | $53,289 |
MARBLE INDUSTRY TRUST FUND4+ years Service code 15 · EIN 13-6118206 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10001 | Recordkeeping | $44,478 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FLOOR · JERSEY CITY, NJ 07310 | Advisory (Plan) | $41,037 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 27 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $39,829 |
Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $39,419 |
QUAN-VEST CONSULTANTS, INC.4+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $36,996 |
DANIEL H. COOK ASSOCIATES, INC4+ 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 | $34,791 |
GOULD, KOBRICK & SCHLAPP, P.C.4+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $18,577 |
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: COLLERAN OHARA & MILLS Service code 29 · EIN 11-2940050 1225 FRANKLIN AVENUE SUITE 450 · GARDEN CITY, NY 11530 | Legal | $16,697 |
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 | $115,821 | $80,005+44.8% | $140,019-17.3% | $55,725+107.8% |
| Participation rate | 81.3% | 87.0%-5.7pp | 87.5%-6.2pp | 70.9%+10.5pp |
| Annual return | -0.14% | 0.46%-0.6pp | 651.17%-651.3pp | 244.93%-245.1pp |
| Employer contribution / active EE | $11,872 | $3,403+248.9% | $5,605+111.8% | $2,078+471.3% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $403 | $116+248.2% | $10,705-96.2% | $115+249.7% |