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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 | $186,703-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 0.0%0pp |
| Annual return | 9.96% | 8.68%+1.3pp | 8.93%+1.0pp | 10.08%-0.1pp |
| Employer contribution / active EE | $16,810 | $14,435+16.4% | $26,306-36.1% | $15,414+9.1% |
| Participant deferral / active EE | $0 | $2,174-100.0% | $0-100.0% | $2,174-100.0% |
| Admin fee / account holder | $0 | $0 | $2,041-100.0% | - |