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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 22-3675264 | Consulting | $48,798 |
FORVIS, LLP6 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $20,800 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,441 | $91,474+158.5% | $135,982+73.9% | $71,529+230.6% |
| Participation rate | 90.5% | 75.7%+14.8pp | 81.9%+8.6pp | 67.9%+22.5pp |
| Annual return | 19.67% | 29.89%-10.2pp | 68.32%-48.7pp | 28.97%-9.3pp |
| Employer contribution / active EE | $5,683 | $3,705+53.4% | $4,859+17.0% | $2,590+119.4% |
| Participant deferral / active EE | $11,531 | $7,095+62.5% | $7,760+48.6% | $4,291+168.7% |
| Admin fee / account holder | $303 | $1,267-76.1% | $10,767-97.2% | $1,588-80.9% |