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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 15 · EIN 44-0160260 910 E ST. LOUIS ST · SPRINGFIELD, MO 65806 | Recordkeeping | $36,750 |
KRAFT CPAS, PLLC1 year Filed as: KRAFTCPAS, PLLC Service code 10 · EIN 62-0713250 555 GREAT CIRCLE ROAD · NASHVILLE, TN 37220 | Accounting | $18,360 |
GREATBANC TRUST COMPANY1 year Service code 21 · EIN 36-3681493 801 WARRENVILLE ROAD · LISLE, IL 60532 | Bank Trustee | $12,000 |
BARNES & THORNBURG LLP1 year Filed as: BARNES & THORNBURG, LLP Service code 29 · EIN 35-0900596 1600 WEST END AVE · NASHVILLE, TN 37203 | Legal | $6,667 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $178,174-100.0% | $156,181-100.0% | $137,256-100.0% |
| Participation rate | 0.0% | 82.0%-82.0pp | 78.8%-78.8pp | 80.0%-80.0pp |
| Annual return | -5.11% | 84.19%-89.3pp | 64.87%-70.0pp | 220.34%-225.5pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |