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| Provider | Service type | Compensation |
|---|---|---|
Service code 21 · EIN 66-0561870 | Bank Trustee | $17,711 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $14,873 |
FORVIS, LLP2 years Filed as: FORVIS LLP Service code 10 · EIN 44-0160260 | Accounting | $5,960 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,928 | $69,848-37.1% | $115,756-62.1% | $66,938-34.4% |
| Participation rate | 94.7% | 70.6%+24.1pp | 77.1%+17.6pp | 69.8%+24.9pp |
| Annual return | -14.74% | 969.66%-984.4pp | 143.14%-157.9pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,404 | $2,613-8.0% | $3,793-36.6% | $2,545-5.6% |
| Participant deferral / active EE | $4,241 | $4,274-0.8% | $6,254-32.2% | $4,238+0.1% |
| Admin fee / account holder | $257 | $337-23.8% | $8,124-96.8% | $594-56.7% |