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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,414 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,454 | $62,928-72.3% | $172,752-89.9% | $67,579-74.2% |
| Participation rate | 88.7% | 64.5%+24.2pp | 82.6%+6.0pp | 71.3%+17.4pp |
| Annual return | 20.26% | 30.36%-10.1pp | 802.97%-782.7pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,195 | $1,636-27.0% | $5,144-76.8% | $2,148-44.4% |
| Participant deferral / active EE | $1,096 | $2,145-48.9% | $5,198-78.9% | $3,539-69.0% |
| Admin fee / account holder | $10 | $167-94.0% | $13,955-99.9% | $142-93.0% |