Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT. Service code 19 · EIN 34-1922005 | Securities Custodian | $211,115 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $117,831 |
JOHNSTON ASSET MANAGEMENT4+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $40,730 |
WELLS FARGO BANK, N.A.4+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $15,470 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $14,866 |
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $9,782 |
O'DONOGHUE & O'DONOGHUE4+ years Service code 29 · EIN 53-0120528 | Legal | $7,563 |
PLUMBERS LOCAL UNION NO. 6904+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,353 |
KANG HAGGERTY & FETBROYT1 year Service code 29 · EIN 46-2513534 | Legal | $7,197 |
Service code 10 · EIN 23-2586736 | Accounting | $6,751 |
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 | $63,592 | $56,443+12.7% | $83,831-24.1% | $55,725+14.1% |
| Participation rate | 94.0% | 72.0%+22.0pp | 76.1%+17.9pp | 70.9%+23.1pp |
| Annual return | 0.12% | 393.67%-393.6pp | 850.99%-850.9pp | 244.93%-244.8pp |
| Employer contribution / active EE | $7,572 | $2,682+182.4% | $3,631+108.5% | $2,078+264.4% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $405 | $156+159.1% | $5,479-92.6% | $115+251.5% |