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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $21,500 |
AMERICAN FUNDS2 years Filed as: NEWPORT CAPITAL GROUP Service code 16 · EIN 37-6572947 | Consulting | $7,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,559 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,494 | $63,442+398.9% | $68,794+360.1% | $66,930+372.9% |
| Participation rate | 90.5% | 60.0%+30.6pp | 69.0%+21.5pp | 69.8%+20.7pp |
| Annual return | -13.23% | -8.29%-4.9pp | -6.37%-6.9pp | 1.57%-14.8pp |
| Employer contribution / active EE | $7,660 | $1,775+331.6% | $2,656+188.5% | $2,545+201.0% |
| Participant deferral / active EE | $11,167 | $2,945+279.3% | $3,941+183.3% | $4,238+163.5% |
| Admin fee / account holder | -$219 | $577-138.0% | $4,934-104.4% | $593-137.0% |