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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,273 | $57,305-40.2% | $86,640-60.4% | $75,173-54.4% |
| Participation rate | 89.7% | 63.2%+26.5pp | 71.7%+18.0pp | 67.2%+22.5pp |
| Annual return | 17.48% | 2674.24%-2656.8pp | 592.52%-575.0pp | 160.72%-143.2pp |
| Employer contribution / active EE | $2,261 | $2,316-2.4% | $3,024-25.2% | $2,671-15.3% |
| Participant deferral / active EE | $4,294 | $3,320+29.4% | $4,438-3.2% | $4,126+4.1% |
| Admin fee / account holder | $128 | $4,116-96.9% | $5,616-97.7% | $5,651-97.7% |