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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $14,744 |
DEFINITI LLC3 years Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 2201 TIMBERLOCH PLACE · THE WOODLANDS, TX 77380 | Contract Administrator | $13,975 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,707 | $59,448-71.9% | $93,696-82.2% | $74,459-77.6% |
| Participation rate | 90.1% | 59.6%+30.4pp | 68.7%+21.4pp | 67.2%+22.8pp |
| Annual return | 11.67% | 82.11%-70.4pp | 133.74%-122.1pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $106 | $1,266-91.6% | $2,422-95.6% | $2,626-95.9% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,417-100.0% | $4,350-100.0% |
| Admin fee / account holder | $115 | $3,027-96.2% | $8,287-98.6% | $1,945-94.1% |