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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS4+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $131,480 |
PATH ADMINISTRATORS4+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $90,864 |
CONRAD SIEGEL4+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $67,915 |
Service code 29 · EIN 23-2416488 | Legal | $63,778 |
US BANK4+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $14,566 |
ALAN ROSS & COMPANY, PC3 years Filed as: ALAN ROSS & COMPANY PC Service code 10 · EIN 20-5367494 | Accounting | $10,500 |
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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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 5.51% | 10.27%-4.8pp | 10.56%-5.1pp | 53.27%-47.8pp |
| Employer contribution / active EE | $3,428 | $12,273-72.1% | $30,197-88.6% | $14,774-76.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |