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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC4+ years Filed as: DANIEL H. COOK & ASSOCIATES Service code 14 · EIN 11-2424843 | Plan Administrator | $278,260 |
Service code 51 1270 SOLIDERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $177,460 |
BMO HARRIS BANK NA3 years Filed as: BMO ASSET MANAGEMENT Service code 19 115 S. LASALLE STREET, 11TH FLOOR · CHICAGO, IL 60603 | Securities Custodian | $156,233 |
PKF O'CONNOR DAVIES, LLP4+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $90,450 |
Filed as: PRUDENTIAL RETIREMENT INUSRANCE Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $73,835 |
Filed as: BOYD WATTERSON GSA FUND, LP Service code 21 · EIN 45-2061717 | Bank Trustee | $71,005 |
VIRGINIA & AMBINDER, LLP4+ years Filed as: VIRGINA AMBINDER Service code 29 · EIN 13-4166736 | Legal | $47,572 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $46,184 |
COLLERAN, O'HARA & MILLS LLP4+ years Filed as: COLLERAN, O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $38,092 |
REYONLDS SECURITIES4+ years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $32,910 |
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 | $114,322 | $60,396+89.3% | $83,850+36.3% | $75,289+51.8% |
| Participation rate | 0.0% | 80.7%-80.7pp | 76.1%-76.1pp | 72.4%-72.4pp |
| Annual return | -0.84% | 3.84%-4.7pp | 850.92%-851.8pp | -0.04%-0.8pp |
| Employer contribution / active EE | $8,905 | $3,343+166.4% | $3,631+145.3% | $2,405+270.3% |
| Participant deferral / active EE | $0 | $2,922-100.0% | $4,082-100.0% | $3,739-100.0% |
| Admin fee / account holder | $779 | $141+451.8% | $5,478-85.8% | $102+661.8% |