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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-2530412 | Other Services | $18,883 |
FORVIS, LLP1 year Filed as: MAZARS Service code 99 · EIN 33-3000333 | Other Fees | $14,560 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,493 |
Filed as: VOYA RETIREMENT INSURANCE & ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,582 | $95,352-11.3% | $135,925-37.8% | $74,434+13.6% |
| Participation rate | 96.8% | 78.2%+18.6pp | 81.9%+14.9pp | 70.7%+26.0pp |
| Annual return | 23.90% | 32.74%-8.8pp | 68.25%-44.4pp | 34.37%-10.5pp |
| Employer contribution / active EE | $3,798 | $3,877-2.0% | $4,857-21.8% | $2,638+44.0% |
| Participant deferral / active EE | $9,104 | $7,786+16.9% | $7,759+17.3% | $4,529+101.0% |
| Admin fee / account holder | $58 | $266-78.3% | $10,764-99.5% | $348-83.4% |