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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAVASTA AND CO. Service code 13 · EIN 13-3879959 | Contract Administrator | $40,581 |
FORVIS, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $12,392 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $156,023-100.0% | $161,924-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 34.6%-34.6pp | 37.6%-37.6pp |
| Annual return | 240.83% | 9.86%+231.0pp | 10.41%+230.4pp | 9.30%+231.5pp |
| Employer contribution / active EE | $0 | $35,661-100.0% | $31,248-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $3-100.0% | $4-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $1,130-100.0% | $1,130-100.0% | $12,596-100.0% |