Filed July 19, 2024
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 910 E. SAINT LOUIS STREET · SPRINGFIELD, MO 65806 | Accounting | $10,895 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,564 | $65,582+161.6% | $64,099+167.7% | $71,495+140.0% |
| Participation rate | 98.8% | 73.2%+25.6pp | 72.3%+26.4pp | 67.9%+30.8pp |
| Annual return | 16.04% | 18.96%-2.9pp | 33.70%-17.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $2,756 | $2,671+3.2% | $2,748+0.3% | $2,589+6.4% |
| Participant deferral / active EE | $3,812 | $3,628+5.1% | $3,881-1.8% | $4,291-11.2% |
| Admin fee / account holder | $81 | $616-86.9% | $3,070-97.4% | $1,588-94.9% |