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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO2+ years Filed as: DAVIDSON INVESTMENT ADVISORS Service code 51 · EIN 81-0139474 | Investment Mgmt Fees | $137,759 |
CELESTE GARDNER2+ years Service code 15 · EIN 47-6062771 | Recordkeeping | $35,292 |
SILVERSTONE GROUP2+ years Service code 11 · EIN 42-0938287 | Actuarial | $31,707 |
BKD, LLP2+ years Filed as: BKD, LP Service code 10 · EIN 44-0160260 | Accounting | $19,797 |
BUCKLEY & SITZMAN, LLP2+ years Filed as: BUCKLEY & SITZMAN Service code 10 · EIN 47-0350235 | Accounting | $14,079 |
WEINBERG & WEINBERG, PC2+ years Filed as: WEINBERG & WEINBERG Service code 29 · EIN 47-0561010 | Legal | $8,600 |
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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 | $23,019-100.0% | $184,886-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 60.0%-60.0pp | 47.1%-47.1pp | 11.3%-11.3pp |
| Annual return | 7.79% | 9.14%-1.3pp | 8.32%-0.5pp | 10.41%-2.6pp |
| Employer contribution / active EE | $3,335 | $9,384-64.5% | $30,793-89.2% | $14,691-77.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $2,802-100.0% | $2,646-100.0% |