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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP2+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $80,160 |
PFM ADVISORS2+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 23-3087064 | Investment Management | $20,252 |
RICHARD GABRIEL ASSOCIATES2+ years Service code 11 · EIN 23-2817579 | Actuarial | $11,300 |
MARKOWITZ & RICHMAN2+ years Service code 29 · EIN 23-2111581 | Legal | $10,350 |
CYPHER & CYPHER2+ years Service code 10 · EIN 25-1385288 | Accounting | $7,445 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $223,143-100.0% | $209,859-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 54.7%-54.7pp | 42.7%-42.7pp | 45.6%-45.6pp |
| Annual return | 2.87% | 4.44%-1.6pp | 4.16%-1.3pp | 4.16%-1.3pp |
| Employer contribution / active EE | $0 | $38,002-100.0% | $29,966-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $147-100.0% | $145-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $15,395-100.0% | $13,952-100.0% | $21,465-100.0% |