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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,909 |
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 | $110,028 | $75,183+46.3% | $123,894-11.2% | $55,167+99.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.98% | 19.01%-11.0pp | 47.52%-39.5pp | 169.23%-161.2pp |
| Employer contribution / active EE | $7,498 | $2,823+165.6% | $4,617+62.4% | $1,963+282.1% |
| Participant deferral / active EE | $5,014 | $5,084-1.4% | $5,984-16.2% | $3,054+64.2% |
| Admin fee / account holder | $8 | $663-98.9% | $8,357-99.9% | $504-98.5% |