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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC3+ years Filed as: DANIEL H. COOK & ASSOCIATES Service code 14 · EIN 11-2424843 | Plan Administrator | $256,464 |
BMO HARRIS BANK NA2 years Filed as: BMO ASSET MANAGEMENT Service code 19 115 S. LASALLE STREET, 11TH FLOOR · CHICAGO, IL 60603 | Securities Custodian | $131,250 |
Service code 51 1270 SOLIDERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $122,934 |
PKF O'CONNOR DAVIES, LLP3+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $99,600 |
Filed as: PRUDENTIAL RETIREMENT INUSRANCE Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $65,925 |
Filed as: MARSHALL & MOSS Service code 10 · EIN 04-3652965 | Accounting | $45,176 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $42,655 |
VIRGINIA & AMBINDER, LLP3+ years Filed as: VIRGINA AMBINDER Service code 29 · EIN 13-4166736 | Legal | $38,777 |
COLLERAN, O'HARA & MILLS LLP3+ years Filed as: COLLERAN, O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $37,344 |
Filed as: BOYD WATTERSON GSA FUND, LP Service code 21 · EIN 45-2061717 | Bank Trustee | $30,043 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,622 | $221,442-49.1% | $92,240+22.1% | $77,958+44.5% |
| Participation rate | 0.0% | 79.6%-79.6pp | 76.5%-76.5pp | 71.6%-71.6pp |
| Annual return | 10.98% | 15.65%-4.7pp | 176.29%-165.3pp | 20.87%-9.9pp |
| Employer contribution / active EE | $8,505 | $3,226+163.7% | $3,680+131.1% | $2,310+268.1% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $721 | $210+243.7% | $5,194-86.1% | $97+640.0% |