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| Provider | Service type | Compensation |
|---|---|---|
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,156 | $89,465-66.3% | $165,071-81.7% | $77,736-61.2% |
| Participation rate | 98.2% | 78.6%+19.6pp | 78.6%+19.6pp | 70.6%+27.7pp |
| Annual return | -2.66% | 28.86%-31.5pp | 70.17%-72.8pp | 31.26%-33.9pp |
| Employer contribution / active EE | $6,443 | $2,565+151.2% | $4,347+48.2% | $2,728+136.2% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,695-100.0% | $433-100.0% |