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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $3,927 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,303 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,282 | $60,989-47.1% | $60,906-47.0% | $66,938-51.8% |
| Participation rate | 95.2% | 74.5%+20.7pp | 73.1%+22.1pp | 69.8%+25.3pp |
| Annual return | -16.47% | -9.60%-6.9pp | 16.94%-33.4pp | 1.58%-18.1pp |
| Employer contribution / active EE | $3,256 | $2,661+22.4% | $2,703+20.4% | $2,545+27.9% |
| Participant deferral / active EE | $8,094 | $3,615+123.9% | $3,814+112.2% | $4,238+91.0% |
| Admin fee / account holder | $9 | $338-97.3% | $3,227-99.7% | $594-98.5% |