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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,076 |
PASI, LLC1 year Service code 99 · EIN 26-1407927 | Other Fees | $7,561 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $4,399 |
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 | $103,003 | $37,196+176.9% | $154,108-33.2% | $55,725+84.8% |
| Participation rate | 91.2% | 64.1%+27.1pp | 83.0%+8.2pp | 70.9%+20.3pp |
| Annual return | 5.18% | 1319.68%-1314.5pp | 735.21%-730.0pp | 244.93%-239.8pp |
| Employer contribution / active EE | $3,344 | $1,614+107.2% | $5,298-36.9% | $2,078+60.9% |
| Participant deferral / active EE | $4,835 | $2,068+133.8% | $5,081-4.8% | $3,356+44.1% |
| Admin fee / account holder | $96 | $102-5.4% | $13,411-99.3% | $115-16.6% |