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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $2,650 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $70,817 | $58,391+21.3% | $76,667-7.6% | $72,976-3.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | -37.91% | 2306.65%-2344.6pp | 1166.74%-1204.6pp | 81.02%-118.9pp |
| Employer contribution / active EE | $5,737 | $1,787+221.1% | $2,303+149.1% | $2,440+135.1% |
| Participant deferral / active EE | $6,919 | $2,690+157.2% | $3,336+107.4% | $3,608+91.8% |
| Admin fee / account holder | $54 | $4,014-98.6% | $6,423-99.2% | $5,124-98.9% |