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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO9+ years Filed as: DAVIDSON INVESTMENT ADVISORS Service code 51 · EIN 81-0139474 | Investment Mgmt Fees | $106,680 |
FORVIS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $29,592 |
SHERIDAN ROAD ADVISORS LLC3 years Filed as: HUB INTERNATIONAL Service code 11 · EIN 47-0813106 | Actuarial | $27,825 |
BUCKLEY & SITZMAN, LLP2 years Service code 10 · EIN 47-0350235 | Accounting | $17,844 |
CELESTE GARDNER9+ years Service code 15 · EIN 47-6062771 | Recordkeeping | $10,691 |
WEINBERG & WEINBERG, PC9+ years Filed as: WEINBERG & WEINBERG Service code 29 · EIN 47-0561010 | Legal | $6,150 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK, LLP Service code 29 · EIN 47-0597598 | Legal | $1,080 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $62,678-100.0% | $201,416-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 32.7%-32.7pp | 11.0%-11.0pp |
| Annual return | 14.51% | 7.29%+7.2pp | 8.10%+6.4pp | 8.21%+6.3pp |
| Employer contribution / active EE | $2,855 | $9,759-70.7% | $28,649-90.0% | $13,837-79.4% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $788-100.0% | $60,136-100.0% | $1,652-100.0% |