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| Provider | Service type | Compensation |
|---|---|---|
INVESCO8+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $86,669 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $62,859 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 27 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $57,828 |
MARBLE INDUSTRY TRUST FUND8+ years Service code 15 · EIN 13-6118206 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10001 | Recordkeeping | $46,906 |
NEWTOWER TRUST COMPANY8+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 | Investment Management | $45,432 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FLOOR · JERSEY CITY, NJ 07310 | Advisory (Plan) | $44,875 |
QUAN-VEST CONSULTANTS, INC.8+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $39,000 |
DANIEL H. COOK ASSOCIATES, INC8+ 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 | $32,599 |
Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $28,191 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 19 · EIN 34-1922005 1801 E 9TH ST 1400 · CLEVELAND, OH 44114 | Securities Custodian | $21,487 |
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 | $136,208 | $86,897+56.7% | $151,639-10.2% | $64,819+110.1% |
| Participation rate | 91.2% | 87.3%+3.9pp | 87.5%+3.7pp | 71.5%+19.7pp |
| Annual return | -6.83% | -3.57%-3.3pp | 3.34%-10.2pp | 32.84%-39.7pp |
| Employer contribution / active EE | $9,279 | $4,010+131.4% | $6,165+50.5% | $2,507+270.1% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $416 | $153+172.2% | $11,613-96.4% | $188+121.6% |