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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS1+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $256,560 |
PATH ADMINISTRATORS1+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $123,980 |
THE SAVITZ ORGANIZATION1+ years Filed as: SAVITZ ORGANIZATION Service code 11 · EIN 23-1700844 | Actuarial | $51,467 |
NOVAK FRANCELLA LLC1+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $48,208 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES JOHNSTON, P.C. Service code 29 · EIN 23-2077724 | Legal | $46,387 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $34,434 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN, SCHULTZ, SHERIDAN & FRITZ Service code 10 · EIN 25-1644159 | Accounting | $24,975 |
JACOBY DONNER, P.C.1+ years Filed as: JACOBY DONNER P.C. Service code 29 · EIN 23-2220388 | Legal | $18,691 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.67% | 3.49%-5.2pp | 4.16%-5.8pp | 7.18%-8.8pp |
| Employer contribution / active EE | $14,803 | $11,083+33.6% | $29,966-50.6% | $13,095+13.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |