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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,643 | $70,002-40.5% | $115,037-63.8% | $52,331-20.4% |
| Participation rate | 54.5% | 72.1%-17.6pp | 81.4%-26.9pp | 68.1%-13.6pp |
| Annual return | -1.26% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $804 | $2,715-70.4% | $4,608-82.6% | $1,882-57.3% |
| Participant deferral / active EE | $4,888 | $4,920-0.6% | $6,026-18.9% | $3,022+61.7% |
| Admin fee / account holder | $84 | $566-85.1% | $8,175-99.0% | $592-85.7% |