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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $433 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $433 |
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 | $32,809 | $33,745-2.8% | $64,105-48.8% | $55,191-40.6% |
| Participation rate | 50.3% | 59.4%-9.0pp | 68.2%-17.8pp | 69.2%-18.8pp |
| Annual return | -0.07% | 4.95%-5.0pp | 791.24%-791.3pp | 10.78%-10.9pp |
| Employer contribution / active EE | $574 | $641-10.4% | $1,820-68.5% | $1,899-69.8% |
| Participant deferral / active EE | $1,966 | $1,929+1.9% | $2,822-30.3% | $3,046-35.5% |
| Admin fee / account holder | $124 | $94+31.4% | $4,499-97.2% | $91+36.6% |