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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRUDENT FIDUCIARY SERVICE Service code 14 · EIN 82-1818132 | Plan Administrator | $15,000 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $8,400 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,580 | $166,089-68.3% | $164,928-68.1% | $145,978-64.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.6%-78.6pp | 80.3%-80.3pp |
| Annual return | 17.13% | 100.26%-83.1pp | 70.08%-53.0pp | 550.52%-533.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $192 | $16,641-98.8% | $12,684-98.5% | $13,400-98.6% |