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| Provider | Service type | Compensation |
|---|---|---|
PFM ADVISORS7+ years Service code 27 · EIN 23-3087064 | Advisory (Plan) | $254,583 |
BENESYS, INC.3 years Service code 13 700 TOWERS DRIVE · TROY, MI 48098 | Contract Administrator | $127,610 |
Service code 11 · EIN 23-1700844 | Actuarial | $75,771 |
US BANK7+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $41,983 |
O'DONOGHUE & O'DONOGHUE2 years Filed as: ODONOGHUE & ODONOGHUE LLP Service code 29 5301 WISCONSIN AVE., NW, SUITE 800 · WASHINGTON, DC 20015 | Legal | $28,883 |
FISCHER DORWART, P.C.5 years Filed as: FISCHER DORWART, PC Service code 10 · EIN 23-2247478 | Accounting | $19,000 |
KNAG HAGGERTY & FEYROT, LLC4 years Service code 29 123 S. BROAD STREET, SUITE 1670 · PHILADELPHIA, PA 19109 | Legal | $6,997 |
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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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -6.06% | -8.26%+2.2pp | -5.85%-0.2pp | 2.78%-8.8pp |
| Employer contribution / active EE | $17,002 | $12,543+35.6% | $31,839-46.6% | $15,276+11.3% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |