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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 22-3675264 | Consulting | $45,625 |
FORVIS, LLP3 years Filed as: MAZARS USA,LLP Service code 10 · EIN 13-1459550 | Accounting | $5,000 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $161 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,027 | $104,479+111.6% | $159,474+38.6% | $79,391+178.4% |
| Participation rate | 96.0% | 76.6%+19.3pp | 82.8%+13.1pp | 70.7%+25.3pp |
| Annual return | 20.00% | 67.98%-48.0pp | 263.68%-243.7pp | 116.88%-96.9pp |
| Employer contribution / active EE | $6,477 | $3,417+89.5% | $4,831+34.1% | $2,428+166.8% |
| Participant deferral / active EE | $13,963 | $6,468+115.9% | $7,353+89.9% | $4,046+245.1% |
| Admin fee / account holder | $203 | $711-71.4% | $10,802-98.1% | $627-67.6% |