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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6+ years Service code 27 | Advisory (Plan) | $5,219 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,219 |
MORNINGSTAR6+ years Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,917 | $91,198-23.3% | $178,503-60.8% | $79,856-12.4% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.2pp |
| Annual return | 9.99% | 24.20%-14.2pp | 151.12%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $8,611 | $3,257+164.4% | $5,011+71.8% | $2,471+248.5% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $23 | $6,748-99.7% | $13,987-99.8% | $5,306-99.6% |