Filed September 18, 2024
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,682 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,169 |
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 | $55,867 | $84,482-33.9% | $125,363-55.4% | $66,930-16.5% |
| Participation rate | 86.0% | 76.4%+9.6pp | 82.4%+3.6pp | 69.8%+16.2pp |
| Annual return | -15.57% | -8.49%-7.1pp | 572.15%-587.7pp | 1.57%-17.1pp |
| Employer contribution / active EE | $3,444 | $3,553-3.0% | $4,815-28.5% | $2,545+35.3% |
| Participant deferral / active EE | $9,610 | $6,782+41.7% | $7,447+29.0% | $4,238+126.8% |
| Admin fee / account holder | $17 | $685-97.5% | $10,005-99.8% | $593-97.2% |