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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP3 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 26 · EIN 43-1815436 | Advisory (Participants) | $60,250 |
Filed as: JOHN HANCOCK LIFE INSURANCE (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $1,042 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,204 | $55,441+17.6% | $76,002-14.2% | $77,671-16.1% |
| Participation rate | 89.4% | 63.6%+25.8pp | 69.1%+20.3pp | 70.6%+18.8pp |
| Annual return | 21.19% | 17.08%+4.1pp | 360.07%-338.9pp | 31.21%-10.0pp |
| Employer contribution / active EE | $1,421 | $1,789-20.6% | $2,688-47.1% | $2,726-47.9% |
| Participant deferral / active EE | $8,097 | $3,451+134.6% | $4,257+90.2% | $4,648+74.2% |
| Admin fee / account holder | $117 | $407-71.2% | $6,414-98.2% | $430-72.8% |