Filed November 28, 2023 (most recent of 3 filings on file)
Total covered: 24 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,807 | $65,125+48.6% | $143,797-32.7% | $66,949+44.6% |
| Participation rate | 81.7% | 65.2%+16.5pp | 80.3%+1.3pp | 69.8%+11.8pp |
| Annual return | -13.26% | -11.13%-2.1pp | -0.04%-13.2pp | 1.57%-14.8pp |
| Employer contribution / active EE | $2,459 | $2,362+4.1% | $4,952-50.3% | $2,545-3.4% |
| Participant deferral / active EE | $6,156 | $2,920+110.8% | $5,638+9.2% | $4,239+45.2% |
| Admin fee / account holder | $63 | $503-87.4% | $14,679-99.6% | $594-89.4% |