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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 22-3675264 | Consulting | $48,870 |
FORVIS, LLP5 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $18,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $97 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $204,816 | $84,499+142.4% | $125,391+63.3% | $66,949+205.9% |
| Participation rate | 93.3% | 76.4%+16.9pp | 82.4%+10.9pp | 69.8%+23.5pp |
| Annual return | -16.26% | -8.49%-7.8pp | 572.41%-588.7pp | 1.57%-17.8pp |
| Employer contribution / active EE | $5,930 | $3,554+66.9% | $4,816+23.1% | $2,545+133.0% |
| Participant deferral / active EE | $12,317 | $6,785+81.5% | $7,448+65.4% | $4,239+190.6% |
| Admin fee / account holder | $292 | $685-57.4% | $10,009-97.1% | $594-50.8% |