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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 27 · EIN 45-2061717 500 W MONROE STREET STE 3850 · CHICAGO, IL 60661 | Advisory (Plan) | $56,440 |
REYNOLDS CONSULTING SERVICES4+ years Filed as: THOMAS P. REYNOLDS Service code 27 · EIN 11-2558102 | Advisory (Plan) | $40,000 |
KARLEEN O NEILL4+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $37,741 |
MANFRE CPA P.C.4+ years Service code 10 · EIN 61-1632657 | Accounting | $37,102 |
VIRGINIA & AMBINDER, LLP4+ years Filed as: VIRGINIA OLSEN Service code 30 · EIN 22-2586287 | Employee (plan) | $26,817 |
STEFANIA GENTILE4+ years Service code 30 · EIN 22-2586287 | Employee (plan) | $23,485 |
CLEARY, JOSEM & TRIGIANI LLP3 years Service code 29 · EIN 23-2657967 325 CHESTNUT STREET SUITE 200 · PHILADELPHIA, PA 19106 | Legal | $22,540 |
Filed as: PRUDENTIAL RETIREMENT INS & ANN CO. Service code 49 · EIN 06-1050034 | Other Services | $1,400 |
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 | $107,722 | $80,005+34.6% | $140,019-23.1% | $55,725+93.3% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -2.39% | 0.46%-2.8pp | 651.17%-653.6pp | 244.93%-247.3pp |
| Employer contribution / active EE | $11,933 | $3,403+250.7% | $5,605+112.9% | $2,078+474.2% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $582 | $116+402.9% | $10,705-94.6% | $115+405.1% |