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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,477 |
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 | $177,543 | $46,072+285.4% | $69,779+154.4% | $55,167+221.8% |
| Participation rate | 100.0% | 67.5%+32.5pp | 71.8%+28.2pp | 69.0%+31.0pp |
| Annual return | 7.91% | 8.68%-0.8pp | 12.99%-5.1pp | 169.23%-161.3pp |
| Employer contribution / active EE | $6,067 | $1,500+304.5% | $2,338+159.5% | $1,963+209.1% |
| Participant deferral / active EE | $9,299 | $2,344+296.8% | $2,931+217.3% | $3,054+204.5% |
| Admin fee / account holder | $0 | $428-100.0% | $4,381-100.0% | $504-100.0% |