Filed November 28, 2023 (most recent of 3 filings on file)
Total covered: 24 employees
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,560 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $210 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,807 | $65,061+48.8% | $143,757-32.7% | $66,914+44.7% |
| Participation rate | 81.7% | 65.2%+16.5pp | 80.3%+1.4pp | 69.8%+11.9pp |
| Annual return | -13.26% | -11.14%-2.1pp | -0.04%-13.2pp | 1.58%-14.8pp |
| Employer contribution / active EE | $2,459 | $2,361+4.2% | $4,951-50.3% | $2,544-3.3% |
| Participant deferral / active EE | $6,156 | $2,919+110.9% | $5,637+9.2% | $4,237+45.3% |
| Admin fee / account holder | $63 | $502-87.4% | $14,673-99.6% | $593-89.4% |