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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO1+ years Filed as: DAVIDSON INVESTMENT ADVISORS Service code 51 · EIN 81-0139474 | Investment Mgmt Fees | $131,943 |
BKD, LLP1+ years Filed as: BKD, LP Service code 10 · EIN 44-0160260 | Accounting | $41,230 |
CELESTE GARDNER1+ years Service code 15 · EIN 47-6062771 | Recordkeeping | $37,845 |
SILVERSTONE GROUP1+ years Service code 11 · EIN 42-0938287 | Actuarial | $25,000 |
BUCKLEY & SITZMAN, LLP1+ years Filed as: BUCKLEY & SITZMAN Service code 10 · EIN 47-0350235 | Accounting | $13,935 |
WEINBERG & WEINBERG, PC1+ years Filed as: WEINBERG & WEINBERG Service code 29 · EIN 47-0561017 | Legal | $10,825 |
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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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 4.46% | 3.12%+1.3pp | 4.16%+0.3pp | 4.56%-0.1pp |
| Employer contribution / active EE | $3,090 | $10,957-71.8% | $29,966-89.7% | $15,526-80.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |