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, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $20,568 |
EGPS1 year Service code 10 P.O. BOX 54 · FRANKLIN SQUARE, NY 11010 | Accounting | $5,081 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $345 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,585 | $55,415+133.8% | $155,509-16.7% | $74,495+74.0% |
| Participation rate | 85.9% | 61.9%+24.0pp | 78.2%+7.8pp | 67.2%+18.7pp |
| Annual return | 9.42% | 268.50%-259.1pp | 64.67%-55.2pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $2,372 | $2,267+4.6% | $4,672-49.2% | $2,623-9.6% |
| Participant deferral / active EE | $6,545 | $2,836+130.8% | $5,626+16.3% | $4,346+50.6% |
| Admin fee / account holder | $122 | $1,738-93.0% | $15,912-99.2% | $1,942-93.7% |