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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $158,615 |
FREED MAXICK CPAS PC1 year Service code 10 · EIN 45-4051133 | Accounting | $14,000 |
FORVIS, LLP2 years Filed as: WEISER MAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $8,041 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 16.13% | 10.39%+5.7pp | 337.46%-321.3pp | 10.41%+5.7pp |
| Employer contribution / active EE | $20,907 | $10,969+90.6% | $20,191+3.5% | $14,691+42.3% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |