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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $3,092 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,092 |
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 | $62,358 | $43,504+43.3% | $68,612-9.1% | $56,289+10.8% |
| Participation rate | 98.5% | 67.8%+30.6pp | 72.2%+26.2pp | 69.9%+28.6pp |
| Annual return | -5.59% | -3.15%-2.4pp | -4.63%-1.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,920 | $1,525+91.5% | $2,625+11.2% | $2,111+38.3% |
| Participant deferral / active EE | $3,511 | $2,509+39.9% | $3,311+6.0% | $3,350+4.8% |
| Admin fee / account holder | $23 | $515-95.5% | $5,131-99.5% | $521-95.6% |