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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO10+ years Filed as: DAVIDSON INVESTMENT ADVISORS Service code 51 · EIN 81-0139474 | Investment Mgmt Fees | $112,477 |
FORVIS, LLP4 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $36,243 |
SHERIDAN ROAD ADVISORS LLC4 years Filed as: HUB INTERNATIONAL Service code 11 · EIN 47-0813106 | Actuarial | $21,694 |
BUCKLEY & SITZMAN, LLP3 years Service code 10 · EIN 47-0350235 | Accounting | $18,555 |
KUTAK ROCK LLP1 year Filed as: KUTAK ROCK Service code 29 · EIN 47-0597598 | Legal | $14,086 |
CELESTE GARDNER10+ years Service code 15 · EIN 47-6062771 | Recordkeeping | $11,746 |
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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 | $24,265-100.0% | $186,703-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.0%-20.0pp | 9.3%-9.3pp |
| Annual return | 10.51% | 13.56%-3.0pp | 8.93%+1.6pp | 9.76%+0.8pp |
| Employer contribution / active EE | $2,760 | $9,796-71.8% | $26,306-89.5% | $12,965-78.7% |
| Participant deferral / active EE | $0 | $0 | $0-100.0% | $143-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $2,041-100.0% | $4,785-100.0% |