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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,388 |
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 | $84,180 | $98,776-14.8% | $149,745-43.8% | $79,856+5.4% |
| Participation rate | 78.5% | 75.8%+2.7pp | 82.5%-4.0pp | 69.6%+8.9pp |
| Annual return | 17.87% | 27.38%-9.5pp | 276.72%-258.9pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,866 | $3,217-42.0% | $4,646-59.8% | $2,471-24.5% |
| Participant deferral / active EE | $4,217 | $5,681-25.8% | $6,843-38.4% | $3,741+12.7% |
| Admin fee / account holder | $26 | $6,053-99.6% | $9,312-99.7% | $5,306-99.5% |