Filed November 28, 2023 (most recent of 3 filings on file)
Total covered: 24 employees
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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $16,170 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $510 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,370 | $61,356+84.8% | $149,696-24.3% | $71,511+58.5% |
| Participation rate | 79.4% | 62.5%+16.9pp | 78.8%+0.6pp | 67.9%+11.5pp |
| Annual return | 15.77% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $2,184 | $2,382-8.3% | $4,821-54.7% | $2,589-15.7% |
| Participant deferral / active EE | $5,271 | $2,920+80.5% | $5,682-7.2% | $4,291+22.8% |
| Admin fee / account holder | $75 | $1,263-94.1% | $13,212-99.4% | $1,588-95.3% |