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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 135 WEST 50TH STREET · NEW YORK, NY 10020 | Accounting | $12,690 |
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 | $1,185,213-100.0% | - | - |
| Participation rate | 0.0% | 0.0%0pp | - | - |
| Annual return | 381.71% | 42.38%+339.3pp | 136.58%+245.1pp | - |
| Employer contribution / active EE | $0 | $19,943-100.0% | $10,207-100.0% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $0 | - |
| Admin fee / account holder | $0 | $2,937-100.0% | - | - |