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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,599 | $52,639-59.0% | $185,117-88.3% | $62,293-65.3% |
| Participation rate | 79.2% | 63.9%+15.4pp | 77.3%+2.0pp | 69.5%+9.7pp |
| Annual return | 0.00% | 19.57%-19.6pp | 40.50%-40.5pp | 28.90%-28.9pp |
| Employer contribution / active EE | $652 | $1,483-56.0% | $4,182-84.4% | $2,042-68.1% |
| Participant deferral / active EE | $951 | $3,097-69.3% | $5,045-81.1% | $3,169-70.0% |
| Admin fee / account holder | $13 | $374-96.7% | $8,159-99.8% | $479-97.4% |