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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Filed as: MORNININGSTAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $29,882 | $46,360-35.5% | $147,618-79.8% | $52,331-42.9% |
| Participation rate | 96.1% | 64.9%+31.1pp | 84.6%+11.5pp | 68.1%+28.0pp |
| Annual return | -0.20% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,207 | $2,126-43.2% | $5,565-78.3% | $1,882-35.9% |
| Participant deferral / active EE | $2,637 | $2,258+16.8% | $4,895-46.1% | $3,022-12.7% |
| Admin fee / account holder | $12 | $766-98.4% | $11,612-99.9% | $592-97.9% |