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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $144,926 |
ANDERSON FINANCIAL PARTNERS5+ years Filed as: ANDERSON FINANCIAL PARTNERS, INC. Service code 28 · EIN 56-2325169 | Investment Management | $20,000 |
FORVIS, LLP3 years Filed as: FORVIS Service code 10 · EIN 44-0160260 | Accounting | $18,743 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,078 | $53,216-28.4% | $155,534-75.5% | $199,960-81.0% |
| Participation rate | 82.5% | 64.1%+18.4pp | 78.2%+4.3pp | 72.0%+10.5pp |
| Annual return | 14.58% | 41.18%-26.6pp | 64.92%-50.3pp | 34.28%-19.7pp |
| Employer contribution / active EE | $1,564 | $1,848-15.4% | $4,675-66.5% | $3,036-48.5% |
| Participant deferral / active EE | $2,272 | $3,164-28.2% | $5,630-59.6% | $5,087-55.3% |
| Admin fee / account holder | $149 | $186-19.8% | $15,900-99.1% | $269-44.7% |