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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $2,970 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,041 | $52,884+77.8% | $84,753+11.0% | $55,167+70.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 10.16% | 18.03%-7.9pp | 22.78%-12.6pp | 169.23%-159.1pp |
| Employer contribution / active EE | $10,513 | $2,233+370.7% | $3,574+194.1% | $1,963+435.7% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $8 | $581-98.7% | $5,333-99.9% | $504-98.4% |