Filed January 9, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS Service code 10 · EIN 56-0747891 | Accounting | $18,634 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $16,261 |
Filed as: CBIZ INVESTMENT ADVISORY SERVICS,LL Service code 70 · EIN 81-3968784 | Consulting Fees | $2,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,329 | $66,486-55.9% | $81,370-64.0% | $77,762-62.3% |
| Participation rate | 47.1% | 68.7%-21.6pp | 69.5%-22.4pp | 70.6%-23.5pp |
| Annual return | 15.68% | 15.95%-0.3pp | 24.85%-9.2pp | 31.27%-15.6pp |
| Employer contribution / active EE | $1,390 | $2,158-35.6% | $2,464-43.6% | $2,728-49.1% |
| Participant deferral / active EE | $2,408 | $3,677-34.5% | $3,885-38.0% | $4,651-48.2% |
| Admin fee / account holder | $109 | $586-81.3% | $5,749-98.1% | $433-74.8% |