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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP3 years Filed as: FORVIS WEALTH ADVISORS Service code 27 910 E ST LOUIS STREET · SPRINGFIELD, MO 658062570 | Advisory (Plan) | $52,637 |
THE VANGUARD GROUP, INC.7 years Service code 15 · EIN 23-1945930 | Recordkeeping | $3,000 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,542 | $80,763-15.1% | $102,412-33.1% | $74,459-7.9% |
| Participation rate | 69.8% | 65.7%+4.2pp | 74.5%-4.7pp | 67.2%+2.6pp |
| Annual return | 13.32% | 27.57%-14.3pp | 24.94%-11.6pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $673 | $3,160-78.7% | $3,870-82.6% | $2,626-74.4% |
| Participant deferral / active EE | $3,760 | $3,862-2.6% | $5,060-25.7% | $4,350-13.6% |
| Admin fee / account holder | $412 | $2,371-82.6% | $8,388-95.1% | $1,945-78.8% |