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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $16,587 |
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,887 |
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 | $42,724 | $55,182-22.6% | $73,309-41.7% | $55,191-22.6% |
| Participation rate | 72.2% | 73.9%-1.7pp | 74.9%-2.7pp | 69.2%+3.0pp |
| Annual return | 1.62% | 8.55%-6.9pp | 5.67%-4.1pp | 10.78%-9.2pp |
| Employer contribution / active EE | $1,011 | $1,935-47.7% | $3,237-68.8% | $1,899-46.7% |
| Participant deferral / active EE | $3,331 | $4,641-28.2% | $4,991-33.3% | $3,046+9.3% |
| Admin fee / account holder | $14 | $68-79.4% | $5,635-99.7% | $91-84.4% |