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 | $66,457-55.9% | $81,438-64.0% | $77,671-62.2% |
| Participation rate | 47.1% | 68.7%-21.6pp | 69.5%-22.4pp | 70.6%-23.5pp |
| Annual return | 15.68% | 15.93%-0.3pp | 24.74%-9.1pp | 31.21%-15.5pp |
| Employer contribution / active EE | $1,390 | $2,159-35.6% | $2,460-43.5% | $2,726-49.0% |
| Participant deferral / active EE | $2,408 | $3,679-34.6% | $3,883-38.0% | $4,648-48.2% |
| Admin fee / account holder | $109 | $583-81.2% | $5,764-98.1% | $430-74.6% |