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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS5+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $133,317 |
PATH ADMINISTRATORS5+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $69,809 |
WILLIG, WILLIAMS & DAVIDSON2 years Service code 29 · EIN 23-2416488 | Legal | $46,106 |
CONRAD SIEGEL5+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $28,160 |
Filed as: HEALTHCARE STRATEGIES, INC. Service code 13 · EIN 23-2848954 | Contract Administrator | $19,100 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,000 |
US BANK5+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $15,228 |
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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 | $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 | 1.05% | 6.41%-5.4pp | 8.01%-7.0pp | 11.45%-10.4pp |
| Employer contribution / active EE | $4,531 | $11,592-60.9% | $29,475-84.6% | $17,219-73.7% |
| 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% |