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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $4,444 |
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 | $236,984 | $69,383+241.6% | $101,271+134.0% | $73,493+222.5% |
| Participation rate | 99.0% | 68.4%+30.7pp | 75.8%+23.2pp | 70.7%+28.4pp |
| Annual return | 15.79% | 18.46%-2.7pp | 46.48%-30.7pp | 28.51%-12.7pp |
| Employer contribution / active EE | $7,030 | $2,628+167.5% | $3,660+92.1% | $2,270+209.7% |
| Participant deferral / active EE | $9,510 | $3,301+188.1% | $4,371+117.6% | $3,740+154.3% |
| Admin fee / account holder | $15 | $704-97.9% | $5,948-99.8% | $513-97.1% |