Filed February 10, 2015 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $19,500 |
Service code 11 · EIN 53-0181291 | Actuarial | $12,000 |
FEG ADVISORS4 years Service code 28 · EIN 01-0694771 | Investment Management | $5,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $106,283 | $129,227-17.8% | $184,256-42.3% | $77,762+36.7% |
| Participation rate | 38.3% | 87.4%-49.0pp | 86.8%-48.5pp | 70.6%-32.2pp |
| Annual return | 13.75% | 33.24%-19.5pp | 28.85%-15.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $2,735 | $4,412-38.0% | $6,427-57.5% | $2,728+0.2% |
| Participant deferral / active EE | $3,837 | $7,307-47.5% | $9,133-58.0% | $4,651-17.5% |
| Admin fee / account holder | $69 | $256-73.2% | $13,899-99.5% | $433-84.1% |