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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 | $101,499+85.4% | $147,005+28.0% | $74,546+152.4% |
| Participation rate | 87.3% | 75.5%+11.8pp | 82.2%+5.2pp | 67.2%+20.1pp |
| Annual return | 18.22% | 8732.34%-8714.1pp | 418.76%-400.5pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $1,972 | $3,811-48.2% | $4,934-60.0% | $2,624-24.8% |
| Participant deferral / active EE | $10,800 | $7,304+47.9% | $8,070+33.8% | $4,347+148.4% |
| Admin fee / account holder | $1 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |