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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $9,100 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE RPS INC. Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $50 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $75,501 | $90,486-16.6% | $78,676-4.0% | $273,972-72.4% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | -2.30% | 75.62%-77.9pp | 62.19%-64.5pp | 41.46%-43.8pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,796 | $3,901+74.2% | $3,517+93.2% | $5,287+28.5% |
| Admin fee / account holder | $67 | $5,263-98.7% | $4,510-98.5% | $10,133-99.3% |