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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 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.
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 | $61,883 | $73,823-16.2% | $379,746-83.7% | $73,493-15.8% |
| Participation rate | 53.7% | 73.1%-19.4pp | 78.4%-24.7pp | 70.7%-17.0pp |
| Annual return | 17.69% | 29.06%-11.4pp | 34.90%-17.2pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,403 | $2,472-43.3% | $3,540-60.4% | $2,270-38.2% |
| Participant deferral / active EE | $3,270 | $4,038-19.0% | $6,024-45.7% | $3,740-12.6% |
| Admin fee / account holder | $19 | $607-96.9% | $7,927-99.8% | $513-96.4% |