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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,340 |
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 | $209,322 | $50,385+315.4% | $75,501+177.2% | $62,293+236.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 16.94% | 19.90%-3.0pp | 27.35%-10.4pp | 28.90%-12.0pp |
| Employer contribution / active EE | $6,252 | $1,537+306.7% | $2,352+165.8% | $2,042+206.1% |
| Participant deferral / active EE | $9,766 | $2,445+299.4% | $3,142+210.8% | $3,169+208.2% |
| Admin fee / account holder | $0 | $384-100.0% | $5,801-100.0% | $479-100.0% |