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| Provider | Service type | Compensation |
|---|---|---|
INVESCO6+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $84,355 |
NEWTOWER TRUST COMPANY6+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 | Investment Management | $56,946 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FLOOR · JERSEY CITY, NJ 07310 | Advisory (Plan) | $48,352 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 27 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $43,777 |
QUAN-VEST CONSULTANTS, INC.6+ 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, INC6+ 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 | $35,866 |
MARBLE INDUSTRY TRUST FUND6+ years Service code 15 · EIN 13-6118206 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10001 | Recordkeeping | $34,611 |
Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $32,762 |
GOULD, KOBRICK & SCHLAPP, P.C.6+ years Filed as: GOULD KOBRICK & SCHLAPP, PC Service code 10 · EIN 13-3082707 192 LEXINGTON AVE 7TH FLOOR · NEW YORK, NY 10016 | Accounting | $19,139 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 19 · EIN 34-1922005 1801 E 9TH ST 1400 · CLEVELAND, OH 44114 | Securities Custodian | $18,729 |
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 | $147,945 | $111,608+32.6% | $177,840-16.8% | $73,412+101.5% |
| Participation rate | 93.2% | 87.9%+5.3pp | 87.7%+5.4pp | 72.2%+21.0pp |
| Annual return | 7.57% | 18.23%-10.7pp | 48.32%-40.8pp | 59.30%-51.7pp |
| Employer contribution / active EE | $10,761 | $3,796+183.5% | $5,919+81.8% | $2,234+381.8% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $421 | $166+154.5% | $12,431-96.6% | $158+166.9% |