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| Provider | Service type | Compensation |
|---|---|---|
WEAVER AND TIDWELL, LLP1+ years Filed as: WEAVER CONSULTING AND ASSET MGMT LL Service code 27 620 FREEDOM BUSINESS CENTER STE 200 · KING OF PRUSSIA, PA 19406 | Advisory (Plan) | $70,969 |
MARKLEY ACTUARIAL SERVICES, INC.1+ years Service code 11 · EIN 23-2439467 | Actuarial | $41,350 |
BDO USA, LLP1+ years Service code 10 · EIN 13-5381590 | Accounting | $9,880 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $76,024-100.0% | $846,462-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 23.1%-23.1pp | 15.7%-15.7pp |
| Annual return | -0.16% | -0.83%+0.7pp | -0.81%+0.6pp | -7.14%+7.0pp |
| Employer contribution / active EE | $0 | $16,035-100.0% | $38,425-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $73-100.0% | $315-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,494-100.0% | $15,697-100.0% | $1,191-100.0% |