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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS WEALTH ADVISORS, LLC Service code 13 · EIN 43-1815436 | Contract Administrator | $23,233 |
Filed as: EMPOWER ANUUITY INS. COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $19,973 |
HOGANTAYLOR LLP2 years Filed as: HOGANTAYLOR, LLP Service code 10 P.O. BOX 21568 · TULSA, OK 74121 | Accounting | $17,900 |
BKD, LLP1 year Service code 13 · EIN 44-0160260 | Contract Administrator | $11,651 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,972 | $45,123-29.1% | $85,240-62.5% | $74,478-57.1% |
| Participation rate | 100.0% | 49.4%+50.6pp | 67.5%+32.5pp | 67.2%+32.8pp |
| Annual return | 9.85% | 26.32%-16.5pp | 66.75%-56.9pp | 1370.56%-1360.7pp |
| Employer contribution / active EE | $2,464 | $1,459+68.9% | $2,735-9.9% | $2,626-6.2% |
| Participant deferral / active EE | $2,020 | $2,736-26.2% | $4,527-55.4% | $4,350-53.6% |
| Admin fee / account holder | $297 | $2,215-86.6% | $6,165-95.2% | $1,946-84.7% |