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| Provider | Service type | Compensation |
|---|---|---|
Service code 61 · EIN 22-3675264 | Finders' fees / placement fees | $34,912 |
FORVIS, LLP1 year Filed as: MAZARS USA,LLP Service code 10 · EIN 13-1459550 | Accounting | $14,450 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $50 |
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 | $181,555 | $89,652+102.5% | $141,197+28.6% | $65,186+178.5% |
| Participation rate | 83.8% | 74.7%+9.1pp | 82.5%+1.3pp | 70.2%+13.6pp |
| Annual return | 28.75% | 32.79%-4.0pp | 71.41%-42.7pp | 29.39%-0.6pp |
| Employer contribution / active EE | $3,972 | $3,065+29.6% | $4,736-16.1% | $2,177+82.5% |
| Participant deferral / active EE | $9,255 | $5,691+62.6% | $6,710+37.9% | $3,514+163.4% |
| Admin fee / account holder | $225 | $569-60.5% | $10,265-97.8% | $847-73.5% |