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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participant contribution per participant 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 | $28,674 | $55,449-48.3% | $83,831-65.8% | $56,289-49.1% |
| Participation rate | 91.5% | 68.0%+23.4pp | 76.1%+15.3pp | 69.9%+21.6pp |
| Annual return | -6.67% | -1.38%-5.3pp | 850.99%-857.7pp | -9.96%+3.3pp |
| Employer contribution / active EE | $11,645 | $2,430+379.1% | $3,631+220.7% | $2,111+451.6% |
| Participant deferral / active EE | $97 | $2,935-96.7% | $4,082-97.6% | $3,350-97.1% |
| Admin fee / account holder | $25 | $656-96.1% | $5,479-99.5% | $521-95.1% |