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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 PO BOX 200870 · DALLAS, TX 753200870 | Accounting | $14,989 |
MONETA GROUP LLC2 years Filed as: MONETA GROUP INVESTMENT ADVISORS Service code 27 · EIN 20-1903821 | Advisory (Plan) | $13,431 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,800 |
THE RETIREMENT ADVANTAGE INC4 years Filed as: THE RETIREMENT ADVANTAGE Service code 14 · EIN 39-1816008 | Plan Administrator | $8,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,496 | $88,186-16.7% | $165,071-55.5% | $74,459-1.3% |
| Participation rate | 60.4% | 73.1%-12.8pp | 78.6%-18.2pp | 67.2%-6.8pp |
| Annual return | 11.46% | 17.13%-5.7pp | 70.17%-58.7pp | 1369.70%-1358.2pp |
| Employer contribution / active EE | $1,874 | $2,600-27.9% | $4,347-56.9% | $2,626-28.6% |
| Participant deferral / active EE | $3,300 | $4,505-26.7% | $6,035-45.3% | $4,350-24.1% |
| Admin fee / account holder | $447 | $2,234-80.0% | $12,695-96.5% | $1,945-77.0% |