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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,820 |
FORVIS, LLP1 year Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $10,750 |
BARCLAYS CAPITAL LE4+ years Filed as: BARCLAYS CAPITAL INC Service code 61 200 PARK AVE · NEW YORK, NY 10166 | Finders' fees / placement fees | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,274 | $73,102+75.5% | $123,553+3.8% | $56,289+127.9% |
| Participation rate | 94.5% | 74.3%+20.2pp | 82.3%+12.2pp | 69.9%+24.7pp |
| Annual return | -4.13% | 3.01%-7.1pp | 119.21%-123.3pp | -9.96%+5.8pp |
| Employer contribution / active EE | $3,776 | $2,977+26.8% | $4,628-18.4% | $2,111+78.8% |
| Participant deferral / active EE | $8,389 | $5,423+54.7% | $6,426+30.6% | $3,350+150.4% |
| Admin fee / account holder | $96 | $554-82.7% | $9,284-99.0% | $521-81.6% |