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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 17 · EIN 43-1815436 910 E ST LOUIS STREET, SUITE 400 · SPRINGFIELD, MO 658062570 | Pension Consulting | $54,805 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $191,373-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 12.4%-12.4pp |
| Annual return | 14.15% | 11.14%+3.0pp | 8.46%+5.7pp | 9.89%+4.3pp |
| Employer contribution / active EE | $34,267 | $16,887+102.9% | $25,175+36.1% | $14,313+139.4% |
| Participant deferral / active EE | $0 | $276-100.0% | $181-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $730-100.0% | $9,084-100.0% |