Filed June 11, 2024 (most recent of 3 filings on file)
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 Filed as: FORVIS MAZARS Service code 10 · EIN 44-0160260 | Accounting | $26,513 |
Filed as: WEALTH ENHANCEMENT GROUP Service code 27 · EIN 41-2016508 | Advisory (Plan) | $5,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,686 |
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 | $98,419 | $89,588+9.9% | $136,072-27.7% | $77,736+26.6% |
| Participation rate | 79.1% | 74.3%+4.8pp | 76.4%+2.6pp | 70.6%+8.5pp |
| Annual return | 17.21% | 17.42%-0.2pp | 580.46%-563.2pp | 31.26%-14.0pp |
| Employer contribution / active EE | $4,636 | $3,491+32.8% | $4,216+10.0% | $2,728+70.0% |
| Participant deferral / active EE | $9,599 | $5,592+71.7% | $7,028+36.6% | $4,651+106.4% |
| Admin fee / account holder | $210 | $539-61.1% | $6,718-96.9% | $433-51.6% |