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| Provider | Service type | Compensation |
|---|---|---|
THE MCKEOGH COMPANY1+ years Filed as: THE MCKEOGH CO. Service code 11 · EIN 23-3003373 | Actuarial | $31,827 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $17,433 |
PFM ADVISORS1+ years Filed as: PFM GROUP Service code 28 · EIN 23-3087064 | Investment Management | $10,668 |
PATH ADMINISTRATORS1+ years Filed as: D H EVANS & ASSOCIATES DBA PATH ADM Service code 13 · EIN 46-1226464 | Contract Administrator | $9,433 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W. JOHNSTON, P.C. Service code 29 · EIN 23-2077724 | Legal | $5,093 |
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Annual investment return 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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | -3.70% | 3.12%-6.8pp | 4.16%-7.9pp | 4.56%-8.3pp |
| Employer contribution / active EE | $11,535 | $10,957+5.3% | $29,966-61.5% | $15,526-25.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |