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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT. Service code 19 · EIN 34-1922005 | Securities Custodian | $330,334 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $163,005 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 68 · EIN 04-3200030 | Soft dollars commissions | $95,118 |
Service code 19 · EIN 13-3257590 | Securities Custodian | $72,528 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432390 | Investment Management | $58,500 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 19 · EIN 42-1466678 | Securities Custodian | $17,645 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $12,645 |
STATE STREET GLOBAL ADVISORS10+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $9,590 |
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-0120528 | Legal | $7,922 |
DANIEL A. WINTERS & COMPANY, CPAS10+ years Service code 10 · EIN 23-2586736 | Accounting | $7,802 |
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 | $91,298 | $83,023+10.0% | $102,437-10.9% | $77,762+17.4% |
| Participation rate | 90.6% | 71.5%+19.1pp | 74.5%+16.1pp | 70.6%+20.0pp |
| Annual return | 7.06% | 19.12%-12.1pp | 24.95%-17.9pp | 31.27%-24.2pp |
| Employer contribution / active EE | $10,132 | $3,552+185.2% | $3,871+161.8% | $2,728+271.4% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $583 | $639-8.7% | $8,388-93.0% | $433+34.8% |