Filed January 9, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $21,042 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,130 |
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 | $24,962 | $69,823-64.2% | $76,902-67.5% | $74,473-66.5% |
| Participation rate | 52.9% | 70.0%-17.1pp | 69.6%-16.7pp | 70.7%-17.8pp |
| Annual return | 17.22% | 19.99%-2.8pp | 37.91%-20.7pp | 34.36%-17.1pp |
| Employer contribution / active EE | $1,314 | $2,148-38.8% | $2,534-48.1% | $2,638-50.2% |
| Participant deferral / active EE | $2,276 | $3,558-36.0% | $3,833-40.6% | $4,530-49.8% |
| Admin fee / account holder | $77 | $398-80.7% | $5,479-98.6% | $347-77.8% |