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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,622 |
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 | $101,536 | $80,753+25.7% | $136,298-25.5% | $62,293+63.0% |
| Participation rate | 75.4% | 73.5%+1.8pp | 81.9%-6.6pp | 69.5%+5.9pp |
| Annual return | 25.39% | 35.83%-10.4pp | 5156.27%-5130.9pp | 28.90%-3.5pp |
| Employer contribution / active EE | $1,052 | $2,884-63.5% | $4,696-77.6% | $2,042-48.5% |
| Participant deferral / active EE | $9,268 | $5,164+79.5% | $6,247+48.4% | $3,169+192.5% |
| Admin fee / account holder | $19 | $525-96.3% | $9,244-99.8% | $479-96.0% |