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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $37,799 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $26,436 |
BRYAN CAVE LLP1 year Filed as: BRYAN CAVE LEIGHTON PAISNER LLP Service code 29 · EIN 43-0602162 | Legal | $805 |
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 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 | $219,386 | $68,412+220.7% | $94,679+131.7% | $75,181+191.8% |
| Participation rate | 59.5% | 76.1%-16.6pp | 80.8%-21.4pp | 67.2%-7.7pp |
| Annual return | 13.33% | 616.91%-603.6pp | 156.75%-143.4pp | 160.69%-147.4pp |
| Employer contribution / active EE | $811 | $2,701-70.0% | $3,673-77.9% | $2,671-69.6% |
| Participant deferral / active EE | $6,425 | $6,537-1.7% | $7,417-13.4% | $4,126+55.7% |
| Admin fee / account holder | $346 | $5,326-93.5% | $7,233-95.2% | $5,650-93.9% |