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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $11,385 |
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.
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.
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 | $415,031-100.0% | $286,961-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | - |
| Annual return | 439.17% | 15.23%+423.9pp | 2.61%+436.6pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $24,109-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $17-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $148-100.0% | - |