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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $13,440 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $8,845 |
THOMPSON COBURN LLP8+ years Service code 29 · EIN 43-0666662 | Legal | $5,712 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,126 | $84,482+112.0% | $125,363+42.9% | $66,930+167.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.26% | -8.49%-6.8pp | 572.15%-587.4pp | 1.57%-16.8pp |
| Employer contribution / active EE | $3,757 | $3,553+5.8% | $4,815-22.0% | $2,545+47.6% |
| Participant deferral / active EE | $14,200 | $6,782+109.4% | $7,447+90.7% | $4,238+235.1% |
| Admin fee / account holder | $55 | $685-92.0% | $10,005-99.4% | $593-90.7% |