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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: DANIEL H. COOK & ASSOCIATES Service code 14 · EIN 11-2424843 | Plan Administrator | $235,143 |
Service code 51 1270 SOLIDERS FEILD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $169,680 |
PKF O'CONNOR DAVIES, LLP1+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $108,000 |
VIRGINIA & AMBINDER, LLP1+ years Filed as: VIRGINA AMBINDER Service code 29 · EIN 13-4166736 | Legal | $88,817 |
Filed as: PRUDENTIAL RETIREMENT INUSRANCE Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $79,546 |
Filed as: MARSHALL & MOSS Service code 10 · EIN 04-3652965 | Accounting | $77,466 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $42,141 |
COLLERAN, O'HARA & MILLS LLP1+ years Filed as: COLLERAN, O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $35,922 |
REYONLDS SECURITIES1+ years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,000 |
LITTLER MENDELSON, P.C.1+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $23,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,774 | $55,516-26.6% | $75,784-46.2% | $59,188-31.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 1.59% | -1.89%+3.5pp | 9.68%-8.1pp | 5.51%-3.9pp |
| Employer contribution / active EE | $8,358 | $2,604+221.0% | $3,323+151.5% | $2,098+298.4% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,652-100.0% | $3,265-100.0% |
| Admin fee / account holder | $394 | $110+258.0% | $5,300-92.6% | $92+327.1% |