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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $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 | $62,019 | $88,137-29.6% | $164,975-62.4% | $74,429-16.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 15.41% | 17.13%-1.7pp | 70.12%-54.7pp | 1368.38%-1353.0pp |
| Employer contribution / active EE | $3,171 | $2,597+22.1% | $4,343-27.0% | $2,625+20.8% |
| Participant deferral / active EE | $6,117 | $4,501+35.9% | $6,033+1.4% | $4,348+40.7% |
| Admin fee / account holder | $34 | $2,231-98.5% | $12,688-99.7% | $1,944-98.2% |