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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,229 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $64,566 | $89,370-27.8% | $141,197-54.3% | $72,976-11.5% |
| Participation rate | 83.2% | 75.1%+8.0pp | 82.5%+0.7pp | 69.5%+13.7pp |
| Annual return | 24.46% | 111.88%-87.4pp | 71.41%-46.9pp | 81.02%-56.6pp |
| Employer contribution / active EE | $1,938 | $3,115-37.8% | $4,736-59.1% | $2,440-20.6% |
| Participant deferral / active EE | $3,610 | $5,419-33.4% | $6,710-46.2% | $3,608+0.1% |
| Admin fee / account holder | $41 | $5,957-99.3% | $10,265-99.6% | $5,124-99.2% |