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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 910 E ST. LOUIS ST STE 400 · SPRINGFIELD, MO 65807 | Accounting | $28,875 |
JPMORGAN INVEST HOLDINGS LLC9 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $28,711 |
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 | $59,535 | $57,921+2.8% | $98,716-39.7% | $103,975-42.7% |
| Participation rate | 81.3% | 68.8%+12.5pp | 69.3%+12.0pp | 72.5%+8.8pp |
| Annual return | 15.89% | 13.15%+2.7pp | 31.81%-15.9pp | 19.41%-3.5pp |
| Employer contribution / active EE | $1,064 | $1,595-33.3% | $2,279-53.3% | $3,722-71.4% |
| Participant deferral / active EE | $4,221 | $2,573+64.1% | $4,048+4.3% | $5,343-21.0% |
| Admin fee / account holder | $48 | $324-85.1% | $8,703-99.4% | $332-85.5% |