Filed March 8, 2024 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: MAZARS USA LLP. Service code 10 · EIN 13-1459550 | Accounting | $26,528 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $8,985 |
HEWITT ASSOCIATES LLC1 year Service code 59 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,935 | $74,089-60.9% | $133,975-78.4% | $55,167-47.6% |
| Participation rate | 58.0% | 84.3%-26.3pp | 87.1%-29.0pp | 69.0%-11.0pp |
| Annual return | 6.30% | 12.11%-5.8pp | 29.29%-23.0pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,096 | $3,064-64.2% | $5,211-79.0% | $1,963-44.1% |
| Participant deferral / active EE | $2,480 | $4,678-47.0% | $6,282-60.5% | $3,054-18.8% |
| Admin fee / account holder | $63 | $458-86.2% | $9,324-99.3% | $504-87.5% |