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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $12,422 |
WEDEL FINANCIAL GROUP1 year Service code 49 · EIN 85-1701638 | Other Services | $11,478 |
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC Service code 49 · EIN 84-2409363 | Other Services | $9,968 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,775 | $81,487-63.5% | $102,412-70.9% | $80,935-63.2% |
| Participation rate | 94.3% | 66.8%+27.4pp | 74.5%+19.7pp | 67.7%+26.6pp |
| Annual return | 5.30% | 25.60%-20.3pp | 24.94%-19.6pp | 35.66%-30.4pp |
| Employer contribution / active EE | $5,494 | $3,103+77.1% | $3,870+42.0% | $2,757+99.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $186 | $6,717-97.2% | $8,388-97.8% | $6,924-97.3% |