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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO3+ years Filed as: DAVIDSON INVESTMENT ADVISORS Service code 51 · EIN 81-0139474 | Investment Mgmt Fees | $142,585 |
CELESTE GARDNER3+ years Service code 15 · EIN 47-6062771 | Recordkeeping | $35,123 |
SILVERSTONE GROUP3+ years Service code 11 · EIN 42-0938287 | Actuarial | $25,600 |
BKD, LLP3+ years Filed as: BKD, LP Service code 10 · EIN 44-0160260 | Accounting | $21,908 |
BUCKLEY & SITZMAN, LLP3+ years Filed as: BUCKLEY & SITZMAN Service code 10 · EIN 47-0350235 | Accounting | $14,484 |
WEINBERG & WEINBERG, PC3+ years Filed as: WEINBERG & WEINBERG Service code 29 · EIN 47-0561010 | Legal | $9,375 |
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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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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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | 5.22% | -2.92%+8.1pp | -752.26%+757.5pp | 10.56%-5.3pp |
| Employer contribution / active EE | $3,565 | $9,485-62.4% | $31,802-88.8% | $13,643-73.9% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |