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| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS1+ years Service code 49 · EIN 11-3271022 | Other Services | $3,073 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $64 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,310 | $70,684-86.8% | $169,390-94.5% | $75,173-87.6% |
| Participation rate | 98.8% | 64.8%+34.0pp | 77.2%+21.6pp | 67.2%+31.6pp |
| Annual return | 0.00% | 36.38%-36.4pp | 406.07%-406.1pp | 160.72%-160.7pp |
| Employer contribution / active EE | $706 | $2,211-68.1% | $4,013-82.4% | $2,671-73.6% |
| Participant deferral / active EE | $1,032 | $4,310-76.0% | $6,222-83.4% | $4,126-75.0% |
| Admin fee / account holder | $30 | $5,404-99.4% | $9,015-99.7% | $5,651-99.5% |