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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
PENSERV PLAN SERVICES, INC.4 years Filed as: PENSERV, INC. Service code 49 · EIN 71-0294708 118 N BEDFORD ROAD · MOUNT KISCO, NY 10549 | Other Services | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,273 | $55,446+118.7% | $155,574-22.0% | $74,429+62.9% |
| Participation rate | 90.6% | 61.9%+28.7pp | 78.2%+12.4pp | 67.2%+23.4pp |
| Annual return | 12.52% | 269.20%-256.7pp | 64.87%-52.3pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $5,576 | $2,266+146.0% | $4,676+19.2% | $2,625+112.4% |
| Participant deferral / active EE | $7,193 | $2,836+153.6% | $5,629+27.8% | $4,348+65.4% |
| Admin fee / account holder | $18 | $1,743-98.9% | $15,914-99.9% | $1,944-99.1% |