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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC2+ years Filed as: DANIEL H. COOK & ASSOCIATES Service code 14 · EIN 11-2424843 | Plan Administrator | $233,326 |
Service code 51 1270 SOLIDERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $196,016 |
BMO HARRIS BANK NA1 year Filed as: BMO ASSET MANAGEMENT Service code 19 115 S. LASALLE STREET, 11TH FLOOR · CHICAGO, IL 60603 | Securities Custodian | $113,993 |
PKF O'CONNOR DAVIES, LLP2+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $108,000 |
Filed as: MARSHALL & MOSS Service code 10 · EIN 04-3652965 | Accounting | $63,059 |
COLLERAN, O'HARA & MILLS LLP2+ years Filed as: COLLERAN, O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $44,222 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $43,099 |
VIRGINIA & AMBINDER, LLP2+ years Filed as: VIRGINA AMBINDER Service code 29 · EIN 13-4166736 | Legal | $39,650 |
Filed as: PRUDENTIAL RETIREMENT INUSRANCE Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $38,224 |
REYONLDS SECURITIES2+ years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $30,000 |
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 | $0 | $54,392-100.0% | $84,753-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 76.9%-76.9pp | 76.6%-76.6pp | 71.1%-71.1pp |
| Annual return | 6.90% | 611.38%-604.5pp | 22.78%-15.9pp | 48.65%-41.7pp |
| Employer contribution / active EE | $8,372 | $2,943+184.5% | $3,574+134.2% | $2,182+283.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $136-100.0% | $5,333-100.0% | $70-100.0% |