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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
ODYSSEY ADVISORS1 year Filed as: ODYSSEY ADVISORS, INC. Service code 49 · EIN 36-4560201 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,791 | $83,045-37.6% | $130,045-60.2% | $71,511-27.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 14.74% | 20.61%-5.9pp | -137.30%+152.0pp | 28.86%-14.1pp |
| Employer contribution / active EE | $2,994 | $2,623+14.1% | $4,321-30.7% | $2,589+15.6% |
| Participant deferral / active EE | $5,569 | $4,436+25.6% | $5,820-4.3% | $4,291+29.8% |
| Admin fee / account holder | $30 | $1,727-98.3% | $10,600-99.7% | $1,588-98.1% |