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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,160 | $52,467-12.0% | $57,196-19.3% | $55,167-16.3% |
| Participation rate | 52.8% | 75.8%-23.0pp | 75.3%-22.5pp | 69.0%-16.2pp |
| Annual return | 0.00% | 7.72%-7.7pp | 14.59%-14.6pp | 169.23%-169.2pp |
| Employer contribution / active EE | $7,300 | $2,477+194.7% | $2,683+172.1% | $1,963+271.9% |
| Participant deferral / active EE | $2,272 | $2,830-19.7% | $3,096-26.6% | $3,054-25.6% |
| Admin fee / account holder | $24 | $269-91.0% | $3,141-99.2% | $504-95.2% |