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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS7+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $124,608 |
Filed as: LAWRENCE C MUSGOVE ASSOC Service code 13 · EIN 54-0759756 | Contract Administrator | $36,000 |
CONRAD SIEGEL3 years Filed as: CONRAD SIGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $26,400 |
WILMINGTON TRUST4 years Filed as: WILMINGTON TRUST CORPORATION Service code 19 · EIN 16-1486454 | Securities Custodian | $21,913 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: ODONOGHUE & ODONOGHUE Service code 29 5301 WISCONSIN AVE, NW · WASHINGTON, DC 20015 | Legal | $8,913 |
FISCHER DORWART, P.C.2 years Filed as: FISCHER DORWART PC Service code 10 · EIN 23-2247478 | Accounting | $8,000 |
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Employer contribution per participant 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 | $42,491-100.0% | $164,721-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 13.2%-13.2pp | 21.0%-21.0pp | 5.6%-5.6pp |
| Annual return | -6.45% | -6.78%+0.3pp | -5.84%-0.6pp | 39.77%-46.2pp |
| Employer contribution / active EE | $7,360 | $13,335-44.8% | $31,839-76.9% | $19,959-63.1% |
| Participant deferral / active EE | $0 | $1,175-100.0% | $2-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,000-100.0% | $62-100.0% |