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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT. Service code 19 · EIN 34-1922005 | Securities Custodian | $272,669 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 · EIN 36-4776242 | Investment Management | $135,452 |
Service code 19 · EIN 13-3257590 | Securities Custodian | $70,011 |
WELLS FARGO BANK, N.A.6+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $16,782 |
STATE STREET GLOBAL ADVISORS6+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $14,260 |
O'DONOGHUE & O'DONOGHUE6+ years Service code 29 · EIN 53-0120528 | Legal | $10,690 |
THE MCKEOGH COMPANY6+ years Service code 11 · EIN 23-3003375 | Actuarial | $10,154 |
Service code 10 · EIN 23-2586736 | Accounting | $8,467 |
PLUMBERS LOCAL UNION NO. 6906+ years Service code 99 · EIN 23-1173153 | Other Fees | $7,360 |
KANG HAGGERTY & FETBROYT3 years Service code 29 · EIN 46-2513534 | Legal | $6,640 |
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 | $81,111 | $91,517-11.4% | $101,275-19.9% | $73,412+10.5% |
| Participation rate | 96.7% | 73.8%+22.9pp | 75.8%+20.8pp | 72.2%+24.5pp |
| Annual return | 10.63% | 17.17%-6.5pp | 46.48%-35.8pp | 59.30%-48.7pp |
| Employer contribution / active EE | $7,468 | $2,877+159.6% | $3,660+104.1% | $2,234+234.3% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $436 | $216+102.1% | $5,948-92.7% | $158+176.3% |