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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,112 | $60,165-50.0% | $74,184-59.4% | $55,167-45.4% |
| Participation rate | 31.2% | 74.2%-43.0pp | 76.6%-45.4pp | 69.0%-37.8pp |
| Annual return | 5.18% | 10.00%-4.8pp | 17.74%-12.6pp | 169.23%-164.0pp |
| Employer contribution / active EE | $0 | $1,600-100.0% | $2,370-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,344 | $2,973-54.8% | $3,550-62.1% | $3,054-56.0% |
| Admin fee / account holder | $20 | $419-95.2% | $5,586-99.6% | $504-96.0% |