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| Provider | Service type | Compensation |
|---|---|---|
GEMGROUP3+ years Service code 13 · EIN 25-1139840 | Contract Administrator | $62,523 |
RICHARD GABRIEL ASSOCIATES3+ years Service code 11 · EIN 23-2817579 | Actuarial | $38,640 |
Service code 13 · EIN 52-1590516 | Contract Administrator | $20,841 |
PFM ADVISORS3+ years Filed as: PFM ASSET MANAGEMENT LLC Service code 28 · EIN 23-3087064 | Investment Management | $20,000 |
CYPHER & CYPHER3+ years Service code 10 · EIN 25-1385288 | Accounting | $7,695 |
MARKOWITZ & RICHMAN3+ years Service code 29 · EIN 23-2111581 | Legal | $7,369 |
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 | $198,945-100.0% | $184,886-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 57.2%-57.2pp | 47.1%-47.1pp | 45.9%-45.9pp |
| Annual return | 10.81% | 7.15%+3.7pp | 8.32%+2.5pp | 10.21%+0.6pp |
| Employer contribution / active EE | $0 | $38,756-100.0% | $30,793-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,802-100.0% | $13,518-100.0% |