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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS5+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $101,924 |
PATH ADMINISTRATORS5+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $31,939 |
CONRAD SIEGEL1 year Filed as: CONRAD SIGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $27,300 |
WILMINGTON TRUST2 years Filed as: WILMINGTON TRUST CORPORATION Service code 19 · EIN 16-1486454 | Securities Custodian | $17,170 |
FOX ROTHSCHILD LLP3 years Service code 29 · EIN 23-1404723 | Legal | $16,268 |
Service code 13 · EIN 54-0759756 | Contract Administrator | $14,625 |
Filed as: CHARLES W. JOHNSTON Service code 29 · EIN 23-2077724 | Legal | $13,396 |
ALAN ROSS & COMPANY, PC5+ years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 23-3087064 | Accounting | $8,000 |
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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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 7.24% | 6.41%+0.8pp | 8.01%-0.8pp | 11.45%-4.2pp |
| Employer contribution / active EE | $6,902 | $11,592-40.5% | $29,475-76.6% | $17,219-59.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |