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| Provider | Service type | Compensation |
|---|---|---|
INVESCO9+ years Filed as: INVESCO NATIONAL TRUST COMPANY Service code 28 · EIN 46-3793325 11 GREENWAY PLAZA · HOUSTON, TX 77046 | Investment Management | $80,672 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $61,604 |
PRINCIPAL LIFE INSURANCE COMPANY9+ years Service code 27 · EIN 42-0127290 711 HIGH STREET · DES MOINES, IA 50392 | Advisory (Plan) | $52,381 |
Service code 27 · EIN 13-3200244 575 WASHINGTON BLVD 10TH FLOOR · JERSEY CITY, NJ 07310 | Advisory (Plan) | $44,244 |
NEWTOWER TRUST COMPANY9+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 7315 WISCONSIN AVENUE SUITE 350W · BETHESDA, MD 20814 | Investment Management | $41,026 |
MARBLE INDUSTRY TRUST FUND9+ years Service code 15 · EIN 13-6118206 C/O DH COOK ASSOCIATES INC · NEW YORK, NY 10018 | Recordkeeping | $39,769 |
DANIEL H. COOK ASSOCIATES, INC9+ years Filed as: DANIEL H. COOK ASSOCIATES, INC. Service code 13 · EIN 11-2424843 1040 AVENUE OF THE AMERICAS 24TH FL · NEW YORK, NY 10018 | Contract Administrator | $39,324 |
QUAN-VEST CONSULTANTS, INC.9+ years Filed as: QUAN-VEST CONSULTANTS INC Service code 27 · EIN 11-2559669 390 PLANDOME ROAD · MANHASSET, NY 11030 | Advisory (Plan) | $39,000 |
Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD ROAD · BOSTON, MA 02135 | Investment Mgmt Fees | $29,046 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 19 · EIN 34-1922005 1801 E 9TH ST 1400 · CLEVELAND, OH 44114 | Securities Custodian | $21,469 |
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 | $146,511 | $100,272+46.1% | $170,028-13.8% | $74,440+96.8% |
| Participation rate | 90.7% | 87.4%+3.3pp | 87.0%+3.7pp | 70.7%+19.9pp |
| Annual return | 5.71% | 66.12%-60.4pp | 53.39%-47.7pp | 34.37%-28.7pp |
| Employer contribution / active EE | $8,831 | $4,266+107.0% | $6,788+30.1% | $2,638+234.8% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,409-100.0% | $4,529-100.0% |
| Admin fee / account holder | $446 | $235+90.1% | $12,820-96.5% | $348+28.2% |