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 | $5,347 |
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.
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 | $31,290 | $74,089-57.8% | $133,975-76.6% | $55,167-43.3% |
| Participation rate | 57.3% | 84.3%-27.0pp | 87.1%-29.8pp | 69.0%-11.7pp |
| Annual return | 6.04% | 12.11%-6.1pp | 29.29%-23.2pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,840 | $3,064-39.9% | $5,211-64.7% | $1,963-6.2% |
| Participant deferral / active EE | $0 | $4,678-100.0% | $6,282-100.0% | $3,054-100.0% |
| Admin fee / account holder | $162 | $458-64.7% | $9,324-98.3% | $504-67.9% |