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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,047 |
FORVIS, LLP1 year Filed as: FORVIS, LLP (FORMERLY BKD, LLP) Service code 10 · EIN 44-0160260 | Accounting | $17,330 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $4,363 |
AMERICAN FUNDS8+ years Filed as: HM CAPITAL MANAGEMENT Service code 27 · EIN 20-3287389 | Advisory (Plan) | $4,323 |
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 | $62,209 | $72,303-14.0% | $86,698-28.2% | $64,824-4.0% |
| Participation rate | 99.6% | 80.4%+19.2pp | 76.6%+23.0pp | 71.5%+28.1pp |
| Annual return | -12.47% | 392.77%-405.2pp | 35.96%-48.4pp | 32.84%-45.3pp |
| Employer contribution / active EE | $920 | $2,393-61.5% | $2,837-67.6% | $2,507-63.3% |
| Participant deferral / active EE | $3,112 | $4,660-33.2% | $4,656-33.2% | $4,311-27.8% |
| Admin fee / account holder | $83 | $174-52.1% | $7,492-98.9% | $188-55.6% |