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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,252 |
Filed as: MORGAN STANLEY GLOBAL BA Service code 27 · EIN 20-8764829 | Advisory (Plan) | $30,844 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 43-1684205 | Accounting | $16,159 |
UNITY INSURANCE GROUP IN1 year Service code 27 · EIN 20-5392565 | Advisory (Plan) | $6,571 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $5,248 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,129 | $110,483-70.0% | $145,433-77.2% | $79,634-58.4% |
| Participation rate | 93.2% | 71.1%+22.1pp | 82.1%+11.1pp | 62.5%+30.7pp |
| Annual return | 13.66% | 24.62%-11.0pp | 66.58%-52.9pp | 36.46%-22.8pp |
| Employer contribution / active EE | $2,395 | $4,053-40.9% | $4,554-47.4% | $2,529-5.3% |
| Participant deferral / active EE | $675 | $7,216-90.6% | $7,897-91.5% | $3,835-82.4% |
| Admin fee / account holder | $322 | $680-52.7% | $13,129-97.6% | $1,002-67.9% |