Filed July 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 910 E. SAINT LOUIS STREET · SPRINGFIELD, MO 65806 | Accounting | $9,975 |
TIAA10+ years Filed as: TIAA TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping | $9,292 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,426 | $69,774+145.7% | $67,575+153.7% | $74,459+130.2% |
| Participation rate | 96.9% | 71.4%+25.5pp | 72.9%+23.9pp | 67.2%+29.6pp |
| Annual return | 12.17% | -40.53%+52.7pp | 3528.98%-3516.8pp | 1369.70%-1357.5pp |
| Employer contribution / active EE | $2,954 | $2,710+9.0% | $2,736+8.0% | $2,626+12.5% |
| Participant deferral / active EE | $3,703 | $3,636+1.8% | $4,003-7.5% | $4,350-14.9% |
| Admin fee / account holder | $91 | $890-89.8% | $3,993-97.7% | $1,945-95.3% |