Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS WEALTH ADVISORS, LLC Service code 26 · EIN 44-0160260 | Advisory (Participants) | $55,342 |
Filed as: JOHN HANCOCK LIFE INSURANCE (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $786 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,183 | $44,764-1.3% | $68,808-35.8% | $64,819-31.8% |
| Participation rate | 88.0% | 64.8%+23.3pp | 69.0%+19.0pp | 71.5%+16.6pp |
| Annual return | -15.82% | -10.91%-4.9pp | -6.37%-9.4pp | 32.84%-48.7pp |
| Employer contribution / active EE | $482 | $1,775-72.8% | $2,656-81.8% | $2,507-80.8% |
| Participant deferral / active EE | $6,498 | $3,238+100.7% | $3,942+64.8% | $4,311+50.7% |
| Admin fee / account holder | $101 | $151-33.4% | $4,936-98.0% | $188-46.4% |