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| Provider | Service type | Compensation |
|---|---|---|
RICHARD GABRIEL ASSOCIATES5+ years Service code 11 · EIN 23-2817579 | Actuarial | $49,740 |
US BANK4 years Filed as: US BANK, N.A. Service code 15 · EIN 31-0841368 | Recordkeeping | $14,440 |
FISCHER DORWART, P.C.4 years Service code 10 · EIN 23-2247478 | Accounting | $12,500 |
MARKOWITZ & RICHMAN5+ years Service code 29 · EIN 23-2111581 | Legal | $5,070 |
PFM ADVISORS1 year Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 23-3087064 | Investment Management | $5,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,840-100.0% | $50,635-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 9.5%-9.5pp | 6.0%-6.0pp | 13.0%-13.0pp |
| Annual return | 1.60% | 13.58%-12.0pp | 18.06%-16.5pp | 13.59%-12.0pp |
| Employer contribution / active EE | $5,734 | $15,445-62.9% | $30,411-81.1% | $14,592-60.7% |
| Participant deferral / active EE | $0 | $70-100.0% | $40-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $139-100.0% | $1,675-100.0% | $29,657-100.0% |