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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS2+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $250,849 |
PATH ADMINISTRATORS2+ years Service code 13 · EIN 46-1226464 | Contract Administrator | $140,389 |
Filed as: CBIZ SAVITZ ORGANIZATION Service code 11 · EIN 23-1700844 | Actuarial | $118,433 |
NOVAK FRANCELLA LLC2+ years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $95,252 |
Filed as: CHARLES JOHNSTON Service code 29 · EIN 23-2077724 | Legal | $53,668 |
Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $36,212 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN, SCHULTZ, SHERIDAN & FRITZ Service code 10 · EIN 25-1644159 | Accounting | $28,000 |
JACOBY DONNER, P.C.2+ years Filed as: JACOBY DONNER P.C. Service code 29 · EIN 23-2220388 | Legal | $18,967 |
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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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 11.32% | 11.78%-0.5pp | 8.32%+3.0pp | 23.90%-12.6pp |
| Employer contribution / active EE | $19,303 | $11,309+70.7% | $30,793-37.3% | $16,539+16.7% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |