Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 | Advisory (Plan) | $5,842 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,842 |
MORNINGSTAR1+ years Filed as: MORNING STAR Service code 26 · EIN 35-3297908 | Advisory (Participants) | $55 |
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 | $75,306 | $46,360+62.4% | $147,617-49.0% | $52,331+43.9% |
| Participation rate | 99.0% | 64.9%+34.1pp | 84.6%+14.4pp | 68.1%+30.9pp |
| Annual return | 1.16% | 1.62%-0.5pp | 61.98%-60.8pp | 4.54%-3.4pp |
| Employer contribution / active EE | $7,183 | $2,126+237.8% | $5,564+29.1% | $1,882+281.7% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $25 | $766-96.7% | $11,612-99.8% | $592-95.7% |