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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS,LLP Service code 10 · EIN 44-0160560 | Accounting | $14,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,440 |
MMA SECURITIES LLC1 year Filed as: MMA SECURITIES Service code 27 · EIN 22-3570392 | Advisory (Plan) | $5,192 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,253 | $91,536-66.9% | $130,062-76.7% | $75,177-59.8% |
| Participation rate | 84.9% | 71.5%+13.5pp | 78.5%+6.4pp | 67.2%+17.7pp |
| Annual return | 15.65% | -631.62%+647.3pp | -137.37%+153.0pp | 160.75%-145.1pp |
| Employer contribution / active EE | $547 | $2,845-80.8% | $4,322-87.3% | $2,671-79.5% |
| Participant deferral / active EE | $2,640 | $4,343-39.2% | $5,821-54.6% | $4,126-36.0% |
| Admin fee / account holder | $288 | $6,780-95.8% | $10,601-97.3% | $5,651-94.9% |