Filed January 23, 2026 (most recent of 8 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS Service code 99 · EIN 33-3000333 | Other Fees | $16,640 |
ERISA SERVICES, INC.2 years Filed as: ERISA SPECIALISTS/ BENEFITS PROFESS Service code 49 · EIN 90-1118690 | Other Services | $13,485 |
Service code 27 | Advisory (Plan) | $13,338 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,142 |
Filed as: VOYA RETIREMENT AND ANNUITY Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,033 | $102,661-8.4% | $151,645-38.0% | $66,949+40.5% |
| Participation rate | 94.1% | 85.5%+8.5pp | 87.5%+6.6pp | 69.8%+24.2pp |
| Annual return | -15.37% | -10.81%-4.6pp | 3.34%-18.7pp | 1.57%-16.9pp |
| Employer contribution / active EE | $2,533 | $4,184-39.5% | $6,165-58.9% | $2,545-0.5% |
| Participant deferral / active EE | $4,542 | $6,645-31.6% | $8,363-45.7% | $4,239+7.2% |
| Admin fee / account holder | $67 | $630-89.4% | $11,614-99.4% | $594-88.8% |