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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,333 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,625 | $77,813-18.2% | $123,544-48.5% | $64,186-0.9% |
| Participation rate | 51.1% | 74.7%-23.6pp | 82.3%-31.2pp | 69.6%-18.4pp |
| Annual return | -7.12% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $247 | $3,014-91.8% | $4,628-94.7% | $2,381-89.6% |
| Participant deferral / active EE | $3,353 | $5,240-36.0% | $6,426-47.8% | $3,470-3.4% |
| Admin fee / account holder | $20 | $5,519-99.6% | $9,284-99.8% | $4,888-99.6% |