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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 26 · EIN 44-0160260 | Advisory (Participants) | $63,612 |
Filed as: JOHN HANCOCK LIFE INSURANCE (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $890 |
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 | $53,287 | $49,693+7.2% | $70,544-24.5% | $74,460-28.4% |
| Participation rate | 89.2% | 64.7%+24.6pp | 68.4%+20.9pp | 70.7%+18.5pp |
| Annual return | 21.72% | 21.22%+0.5pp | 32.79%-11.1pp | 34.38%-12.7pp |
| Employer contribution / active EE | $1,305 | $1,773-26.4% | $2,976-56.2% | $2,638-50.5% |
| Participant deferral / active EE | $8,181 | $3,376+142.4% | $4,568+79.1% | $4,530+80.6% |
| Admin fee / account holder | $117 | $316-62.8% | $6,427-98.2% | $348-66.2% |