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| Provider | Service type | Compensation |
|---|---|---|
DANIEL H. COOK ASSOCIATES, INC6+ years Filed as: DANIEL H. COOK & ASSOCIATES Service code 14 · EIN 11-2424843 | Plan Administrator | $237,110 |
Filed as: BOYD WATTERSON GSA FUND, LP Service code 21 · EIN 45-2061717 | Bank Trustee | $144,297 |
PKF O'CONNOR DAVIES, LLP6+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $96,200 |
Service code 51 1270 SOLIDERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $86,562 |
Filed as: PRUDENTIAL RETIREMENT INUSRANCE Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $80,025 |
VIRGINIA & AMBINDER, LLP6+ years Filed as: VIRGINA AMBINDER Service code 29 · EIN 13-4166736 | Legal | $64,003 |
LOOMIS SAYLES6+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $51,854 |
COLLERAN, O'HARA & MILLS LLP6+ years Filed as: COLLERAN, O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $40,978 |
REYONLDS SECURITIES6+ years Service code 27 · EIN 20-1899564 | Advisory (Plan) | $35,820 |
LITTLER MENDELSON, P.C.6+ years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $29,652 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,829 | $81,719-30.5% | $101,264-43.9% | $90,274-37.0% |
| Participation rate | 88.3% | 80.7%+7.6pp | 75.8%+12.5pp | 73.4%+15.0pp |
| Annual return | 7.29% | 337.64%-330.3pp | 46.48%-39.2pp | 53.97%-46.7pp |
| Employer contribution / active EE | $7,185 | $3,622+98.4% | $3,660+96.3% | $2,523+184.7% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,231-100.0% |
| Admin fee / account holder | $287 | $162+77.1% | $5,947-95.2% | $114+151.3% |