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| Provider | Service type | Compensation |
|---|---|---|
DA DAVIDSON & CO5+ years Filed as: DAVIDSON INVESTMENT ADVISORS Service code 51 · EIN 81-0139474 | Investment Mgmt Fees | $109,999 |
CELESTE GARDNER5+ years Service code 15 · EIN 47-6062771 | Recordkeeping | $36,074 |
SILVERSTONE GROUP5+ years Service code 11 · EIN 42-0938287 | Actuarial | $32,675 |
BKD, LLP5+ years Filed as: BKD, LP Service code 10 · EIN 44-0160260 | Accounting | $25,129 |
BUCKLEY & SITZMAN, LLP5+ years Filed as: BUCKLEY & SITZMAN Service code 10 · EIN 47-0350235 | Accounting | $15,015 |
WEINBERG & WEINBERG, PC5+ years Filed as: WEINBERG & WEINBERG Service code 29 · EIN 47-0561010 | Legal | $7,125 |
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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 | $21,551-100.0% | $165,322-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 32.5%-32.5pp | 13.5%-13.5pp |
| Annual return | 6.20% | 9.38%-3.2pp | 8.01%-1.8pp | 9.29%-3.1pp |
| Employer contribution / active EE | $3,791 | $9,605-60.5% | $29,475-87.1% | $15,168-75.0% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $294-100.0% | $637-100.0% | $2,037-100.0% |