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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $35,616 | $63,346-43.8% | $92,240-61.4% | $70,126-49.2% |
| Participation rate | 86.6% | 68.7%+17.9pp | 76.5%+10.1pp | 69.5%+17.0pp |
| Annual return | 16.49% | 530.19%-513.7pp | 176.29%-159.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $8,302 | $2,471+235.9% | $3,680+125.6% | $2,343+254.4% |
| Participant deferral / active EE | $174 | $2,854-93.9% | $3,897-95.5% | $3,332-94.8% |
| Admin fee / account holder | $25 | $3,841-99.3% | $5,194-99.5% | $4,645-99.5% |