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| Provider | Service type | Compensation |
|---|---|---|
FAMILY ASSET MANAGEMENT LLC5 years Filed as: FAMILY ASSET MANAGEMENT, LLC Service code 27 · EIN 20-0273986 | Advisory (Plan) | $16,258 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,496 |
FORVIS, LLP1 year Filed as: FORVIS Service code 10 · EIN 56-0747981 | Accounting | $6,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,973 | $58,320-41.7% | $86,439-60.7% | $66,930-49.2% |
| Participation rate | 60.2% | 78.6%-18.4pp | 80.3%-20.1pp | 69.8%-9.6pp |
| Annual return | -19.35% | -9.71%-9.6pp | 4395.55%-4414.9pp | 1.57%-20.9pp |
| Employer contribution / active EE | $797 | $2,615-69.5% | $3,769-78.9% | $2,545-68.7% |
| Participant deferral / active EE | $3,752 | $6,899-45.6% | $6,952-46.0% | $4,238-11.5% |
| Admin fee / account holder | $408 | $546-25.2% | $6,732-93.9% | $593-31.2% |