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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,329 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $16,167 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,430 |
Employer 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 | $73,580 | $89,093-17.4% | $102,434-28.2% | $77,736-5.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 14.60% | 25.03%-10.4pp | 29.46%-14.9pp | 31.26%-16.7pp |
| Employer contribution / active EE | $927 | $2,699-65.6% | $3,023-69.3% | $2,728-66.0% |
| Participant deferral / active EE | $3,411 | $5,147-33.7% | $5,055-32.5% | $4,651-26.6% |
| Admin fee / account holder | $99 | $236-58.0% | $9,462-99.0% | $433-77.1% |