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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,038 |
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 | $180,246 | $55,449+225.1% | $83,830+115.0% | $56,287+220.2% |
| Participation rate | 94.5% | 68.0%+26.5pp | 76.1%+18.3pp | 69.9%+24.6pp |
| Annual return | -4.15% | -1.38%-2.8pp | 850.97%-855.1pp | -9.96%+5.8pp |
| Employer contribution / active EE | $5,076 | $2,430+108.9% | $3,631+39.8% | $2,111+140.5% |
| Participant deferral / active EE | $9,094 | $2,935+209.8% | $4,082+122.8% | $3,350+171.5% |
| Admin fee / account holder | $18 | $656-97.2% | $5,479-99.7% | $521-96.5% |