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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $259,735 | $88,122+194.7% | $141,200+83.9% | $67,584+284.3% |
| Participation rate | 90.1% | 76.5%+13.7pp | 82.5%+7.6pp | 71.3%+18.8pp |
| Annual return | 23.87% | 75.40%-51.5pp | 71.41%-47.5pp | 378.59%-354.7pp |
| Employer contribution / active EE | $6,208 | $3,224+92.5% | $4,736+31.1% | $2,148+189.0% |
| Participant deferral / active EE | $13,660 | $5,958+129.3% | $6,710+103.6% | $3,540+285.9% |
| Admin fee / account holder | $20 | $131-84.4% | $10,265-99.8% | $142-85.6% |