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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS6+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $340,991 |
BENESYS, INC.2 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $125,460 |
O'DONOGHUE & O'DONOGHUE1 year Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE., NW, SUITE 800 · WASHINGTON, DC 20015 | Legal | $49,600 |
US BANK6+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $47,482 |
Service code 11 · EIN 23-1700844 | Actuarial | $37,600 |
FISCHER DORWART, P.C.4 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $19,000 |
KNAG HAGGERTY & FEYROT, LLC3 years Service code 29 123 S. BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $13,089 |
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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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 30.97% | 24.46%+6.5pp | 11.08%+19.9pp | 13.24%+17.7pp |
| Employer contribution / active EE | $16,011 | $11,981+33.6% | $28,418-43.7% | $14,616+9.5% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |