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| Provider | Service type | Compensation |
|---|---|---|
FORVIS MAZARS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $7,875 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,508 | $53,165-18.2% | $86,188-49.5% | $74,419-41.5% |
| Participation rate | 62.0% | 64.9%-2.9pp | 69.0%-7.0pp | 70.7%-8.7pp |
| Annual return | 16.51% | 22.64%-6.1pp | 1168.45%-1151.9pp | 34.38%-17.9pp |
| Employer contribution / active EE | $251 | $1,210-79.3% | $2,380-89.5% | $2,637-90.5% |
| Participant deferral / active EE | $5,313 | $3,234+64.3% | $3,985+33.3% | $4,528+17.3% |
| Admin fee / account holder | $55 | $551-90.0% | $6,852-99.2% | $348-84.2% |