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 | $69,745+145.8% | $67,511+153.9% | $74,546+130.0% |
| Participation rate | 96.9% | 71.3%+25.5pp | 72.9%+24.0pp | 67.2%+29.6pp |
| Annual return | 12.17% | -40.37%+52.5pp | 3517.41%-3505.2pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $2,954 | $2,705+9.2% | $2,733+8.1% | $2,624+12.6% |
| Participant deferral / active EE | $3,703 | $3,636+1.9% | $4,000-7.4% | $4,347-14.8% |
| Admin fee / account holder | $91 | $894-89.9% | $3,999-97.7% | $1,944-95.3% |