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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $117,355 | $89,652+30.9% | $141,200-16.9% | $65,188+80.0% |
| Participation rate | 98.2% | 74.7%+23.5pp | 82.5%+15.7pp | 70.2%+28.0pp |
| Annual return | 22.43% | 32.79%-10.4pp | 71.41%-49.0pp | 29.38%-7.0pp |
| Employer contribution / active EE | $12,113 | $3,065+295.2% | $4,736+155.7% | $2,177+456.4% |
| Participant deferral / active EE | $3,432 | $5,691-39.7% | $6,710-48.9% | $3,514-2.3% |
| Admin fee / account holder | $46 | $569-91.9% | $10,265-99.5% | $847-94.5% |