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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL Service code 19 11100 SANTA MONICA BLVD · LOS ANGLES CA, IN 90025 | Securities Custodian | $1,058,671 |
ULLICO4 years Filed as: ULLICO FUND LP Service code 19 · EIN 90-0622302 | Securities Custodian | $304,799 |
DANIEL H. COOK ASSOCIATES, INC10+ years Filed as: DANIEL H. COOK & ASSOCIATES Service code 14 · EIN 11-2424843 | Plan Administrator | $258,811 |
Filed as: BOYD WATTERSON GSA FUND, LP Service code 21 · EIN 45-2061717 | Bank Trustee | $206,490 |
US REAL ESTATE INVESTMENT FUND LLC10+ years Service code 51 1270 SOLIDERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $131,954 |
PKF O'CONNOR DAVIES, LLP10+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $117,325 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $64,626 |
COLLERAN, O'HARA & MILLS LLP10+ years Filed as: COLLERAN, O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $53,576 |
REYONLDS SECURITIES10+ years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $45,570 |
VIRGINIA & AMBINDER, LLP10+ years Filed as: VIRGINA AMBINDER Service code 29 · EIN 13-4166736 | Legal | $38,547 |
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 | $68,614 | $241,850-71.6% | $102,412-33.0% | $199,960-65.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 10.47% | 17.67%-7.2pp | 24.94%-14.5pp | 34.28%-23.8pp |
| Employer contribution / active EE | $8,577 | $4,253+101.7% | $3,870+121.6% | $3,036+182.5% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,087-100.0% |
| Admin fee / account holder | $1,126 | $288+290.9% | $8,388-86.6% | $269+318.2% |