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| Provider | Service type | Compensation |
|---|---|---|
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $19,811 |
THE MCKEOGH COMPANY2+ years Filed as: THE MCKEOGH CO. Service code 11 · EIN 23-3003373 | Actuarial | $18,302 |
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES W. JOHNSTON, P.C. Service code 29 · EIN 23-2077724 | Legal | $10,841 |
PFM ADVISORS2+ years Filed as: PFM GROUP Service code 28 · EIN 23-3087064 | Investment Management | $9,810 |
PATH ADMINISTRATORS2+ years Filed as: D H EVANS & ASSOCIATES DBA PATH ADM Service code 13 · EIN 46-1226464 | Contract Administrator | $9,524 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 8.72% | 9.14%-0.4pp | 8.32%+0.4pp | 10.41%-1.7pp |
| Employer contribution / active EE | $10,631 | $9,384+13.3% | $30,793-65.5% | $14,691-27.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |