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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,013 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $15,188 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,715 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,985 | $99,201-31.5% | $96,544-29.6% | $74,473-8.7% |
| Participation rate | 99.9% | 80.7%+19.2pp | 76.0%+23.9pp | 70.7%+29.1pp |
| Annual return | 16.14% | 22.40%-6.3pp | 25.88%-9.7pp | 34.36%-18.2pp |
| Employer contribution / active EE | $868 | $2,570-66.2% | $2,966-70.7% | $2,638-67.1% |
| Participant deferral / active EE | $2,994 | $4,938-39.4% | $4,851-38.3% | $4,530-33.9% |
| Admin fee / account holder | $90 | $225-59.8% | $8,254-98.9% | $347-74.0% |