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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $22,050 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$21,925 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,169 | $101,653+85.1% | $147,080+27.9% | $74,459+152.7% |
| Participation rate | 87.3% | 75.6%+11.8pp | 82.2%+5.1pp | 67.2%+20.1pp |
| Annual return | 18.22% | 8754.98%-8736.8pp | 420.17%-401.9pp | 1369.70%-1351.5pp |
| Employer contribution / active EE | $1,972 | $3,813-48.3% | $4,933-60.0% | $2,626-24.9% |
| Participant deferral / active EE | $10,800 | $7,304+47.9% | $8,066+33.9% | $4,350+148.3% |
| Admin fee / account holder | $1 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |