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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3299452 | Advisory (Participants) | $1,475 |
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 | $25,180 | $60,165-58.1% | $74,184-66.1% | $55,167-54.4% |
| Participation rate | 72.0% | 74.2%-2.2pp | 76.6%-4.6pp | 69.0%+3.0pp |
| Annual return | 26.35% | 10.00%+16.3pp | 17.74%+8.6pp | 169.23%-142.9pp |
| Employer contribution / active EE | $1,385 | $1,600-13.4% | $2,370-41.6% | $1,963-29.4% |
| Participant deferral / active EE | $2,466 | $2,973-17.0% | $3,550-30.5% | $3,054-19.3% |
| Admin fee / account holder | $32 | $419-92.3% | $5,586-99.4% | $504-93.6% |