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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS10+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $320,441 |
BENESYS, INC.6 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $137,109 |
Service code 11 · EIN 23-1700844 | Actuarial | $53,875 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $35,191 |
O'DONOGHUE & O'DONOGHUE5 years Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE., NW, SUITE 800 · WASHINGTON, DC 20015 | Legal | $25,411 |
FISCHER DORWART, P.C.8 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $16,500 |
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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 | $0 | $160,039-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 9.96% | 8.83%+1.1pp | 9.15%+0.8pp | 10.61%-0.6pp |
| Employer contribution / active EE | $16,810 | $14,473+16.1% | $26,409-36.3% | $15,605+7.7% |
| Participant deferral / active EE | $0 | $1,909-100.0% | $266-100.0% | $1,909-100.0% |
| Admin fee / account holder | $0 | $0 | $1,701-100.0% | - |