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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,424 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,424 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,947 | $52,961-35.9% | $172,752-80.3% | $65,185-47.9% |
| Participation rate | 79.8% | 66.2%+13.6pp | 82.6%-2.8pp | 70.2%+9.6pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.97%-803.0pp | 29.38%-29.4pp |
| Employer contribution / active EE | $2,238 | $2,190+2.2% | $5,144-56.5% | $2,177+2.8% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $15 | $472-96.9% | $13,955-99.9% | $847-98.3% |