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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT. Service code 19 · EIN 34-1922005 | Securities Custodian | $160,762 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $109,425 |
JOHNSTON ASSET MANAGEMENT3+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $42,392 |
WELLS FARGO BANK, N.A.3+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $19,776 |
STATE STREET GLOBAL ADVISORS3+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $13,504 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $9,584 |
Service code 10 · EIN 23-2586736 | Accounting | $8,028 |
PLUMBERS LOCAL UNION NO. 6903+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,353 |
O'DONOGHUE & O'DONOGHUE3+ years Service code 29 · EIN 53-0120528 | Legal | $6,290 |
KLEINBARD LLC3+ years Filed as: KLEINBARD, BELL, & BRECKER Service code 29 · EIN 23-1308492 | Legal | $5,175 |
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 | $63,293 | $60,545+4.5% | $92,240-31.4% | $69,631-9.1% |
| Participation rate | 96.5% | 72.2%+24.4pp | 76.5%+20.0pp | 70.7%+25.8pp |
| Annual return | 8.80% | 19.71%-10.9pp | 176.29%-167.5pp | 27571.02%-27562.2pp |
| Employer contribution / active EE | $6,652 | $2,633+152.6% | $3,680+80.8% | $2,032+227.3% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $371 | $145+156.5% | $5,194-92.8% | $110+236.3% |