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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS7+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $167,056 |
HEALTHCARE STRATEGIES, INC3 years Filed as: HEALTHCARE STRATEGIES, INC. Service code 13 · EIN 23-2848954 | Contract Administrator | $76,400 |
CONRAD SIEGEL7+ years Filed as: CONRAD SIEGAL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $34,440 |
NOVAK FRANCELLA LLC3 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,500 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $10,774 |
WILLIG, WILLIAMS & DAVIDSON4 years Service code 29 · EIN 23-2416488 | Legal | $9,981 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -5.86% | -8.26%+2.4pp | -5.84%0pp | 2.77%-8.6pp |
| Employer contribution / active EE | $3,913 | $12,543-68.8% | $31,839-87.7% | $15,262-74.4% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |