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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS10+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $137,705 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: ODONOGHUE & ODONOGHUE Service code 29 5301 WISCONSIN AVE, NW · WASHINGTON, DC 20015 | Legal | $46,950 |
Filed as: LAWRENCE C MUSGOVE ASSOC Service code 13 · EIN 54-0759756 | Contract Administrator | $40,194 |
CONRAD SIEGEL6 years Filed as: CONRAD SIGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $26,370 |
WILMINGTON TRUST7 years Filed as: WILMINGTON TRUST CORPORATION Service code 19 · EIN 16-1486454 | Securities Custodian | $23,844 |
FISCHER DORWART, P.C.5 years Filed as: FISCHER DORWART PC Service code 10 · EIN 23-2247478 | Accounting | $8,500 |
FOX ROTHSCHILD LLP3 years Filed as: FOX ROTHSCHILD Service code 29 2000 MARKET STREET SUITE 2000 · PHILADELPHIA, PA 19103 | Legal | $5,546 |
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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 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 8.59% | 13.02%-4.4pp | 9.57%-1.0pp | 9.16%-0.6pp |
| Employer contribution / active EE | $9,863 | $13,807-28.6% | $26,706-63.1% | $19,955-50.6% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |