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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $23,625 |
JPMORGAN INVEST HOLDINGS LLC8 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $17,956 |
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 | $55,551 | $48,744+14.0% | $93,696-40.7% | $199,960-72.2% |
| Participation rate | 74.4% | 63.7%+10.7pp | 68.7%+5.7pp | 72.0%+2.4pp |
| Annual return | 14.41% | 15.36%-0.9pp | 133.74%-119.3pp | 34.28%-19.9pp |
| Employer contribution / active EE | $929 | $1,140-18.5% | $2,422-61.6% | $3,036-69.4% |
| Participant deferral / active EE | $3,837 | $2,825+35.8% | $4,417-13.1% | $5,087-24.6% |
| Admin fee / account holder | $39 | $195-80.2% | $8,287-99.5% | $269-85.7% |