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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS /BKD Service code 10 · EIN 44-0160260 | Accounting | $19,635 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,599 | $84,482+71.2% | $125,363+15.3% | $66,930+116.0% |
| Participation rate | 85.2% | 76.4%+8.7pp | 82.4%+2.8pp | 69.8%+15.3pp |
| Annual return | -16.05% | -8.49%-7.6pp | 572.15%-588.2pp | 1.57%-17.6pp |
| Employer contribution / active EE | $1,895 | $3,553-46.7% | $4,815-60.6% | $2,545-25.5% |
| Participant deferral / active EE | $9,894 | $6,782+45.9% | $7,447+32.9% | $4,238+133.5% |
| Admin fee / account holder | -$51 | $685-107.5% | $10,005-100.5% | $593-108.7% |