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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $1,604 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $72,723 | $63,082+15.3% | $81,726-11.0% | $79,856-8.9% |
| Participation rate | 99.0% | 67.5%+31.4pp | 72.0%+27.0pp | 69.6%+29.3pp |
| Annual return | 10.14% | 22.66%-12.5pp | 29.49%-19.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $4,196 | $1,795+133.7% | $4,311-2.7% | $2,471+69.8% |
| Participant deferral / active EE | $4,502 | $2,780+61.9% | $7,108-36.7% | $3,741+20.4% |
| Admin fee / account holder | $29 | $4,428-99.4% | $5,160-99.4% | $5,306-99.5% |