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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 1201 WALNUT, SUITE 1700 · KANSAS CITY, MO 64106 | Accounting | $19,451 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,352 | $106,264-71.4% | $147,117-79.4% | $77,762-61.0% |
| Participation rate | 98.8% | 78.4%+20.4pp | 82.2%+16.6pp | 70.6%+28.2pp |
| Annual return | 13.28% | 56.94%-43.7pp | 420.54%-407.3pp | 31.27%-18.0pp |
| Employer contribution / active EE | $2,991 | $4,074-26.6% | $4,932-39.4% | $2,728+9.6% |
| Participant deferral / active EE | $3,814 | $8,003-52.3% | $8,065-52.7% | $4,651-18.0% |
| Admin fee / account holder | $14 | $334-95.9% | $12,993-99.9% | $433-96.9% |