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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $20,776 |
BENEFIT RESOURCES, INC.10+ years Service code 13 · EIN 62-1838285 | Contract Administrator | $12,832 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,683 | $122,042+26.7% | $184,243-16.0% | $74,429+107.8% |
| Participation rate | 99.1% | 85.5%+13.7pp | 86.8%+12.3pp | 67.2%+31.9pp |
| Annual return | 9.65% | 19.91%-10.3pp | 28.82%-19.2pp | 1368.38%-1358.7pp |
| Employer contribution / active EE | $7,242 | $4,538+59.6% | $6,427+12.7% | $2,625+175.9% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $9,132-100.0% | $4,348-100.0% |
| Admin fee / account holder | $224 | $1,252-82.1% | $13,914-98.4% | $1,944-88.5% |