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| Provider | Service type | Compensation |
|---|---|---|
INVESCO5+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $87,798 |
NEWTOWER TRUST COMPANY5+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 | Investment Management | $56,071 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 27 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $42,516 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FLOOR · JERSEY CITY, NJ 07310 | Advisory (Plan) | $40,384 |
MARBLE INDUSTRY TRUST FUND5+ years Service code 15 · EIN 13-6118206 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10001 | Recordkeeping | $37,476 |
QUAN-VEST CONSULTANTS, INC.5+ 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, INC5+ 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 | $36,604 |
Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $36,338 |
GOULD, KOBRICK & SCHLAPP, P.C.5+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 3 PARK AVE 14TH FLOOR · NEW YORK, NY 10016 | Accounting | $18,692 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 19 · EIN 34-1922005 1801 E 9TH ST 1400 · CLEVELAND, OH 44114 | Securities Custodian | $17,411 |
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 | $127,642 | $88,515+44.2% | $162,177-21.3% | $67,579+88.9% |
| Participation rate | 94.8% | 86.8%+8.0pp | 87.6%+7.2pp | 71.3%+23.5pp |
| Annual return | 10.96% | 27.04%-16.1pp | 115.60%-104.6pp | 378.56%-367.6pp |
| Employer contribution / active EE | $13,272 | $3,563+272.5% | $5,613+136.5% | $2,148+518.0% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,297-100.0% | $3,539-100.0% |
| Admin fee / account holder | $362 | $124+192.9% | $10,843-96.7% | $142+154.6% |