Filed June 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $163 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $163 |
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 | $44,017 | $72,770-39.5% | $67,653-34.9% | $55,191-20.2% |
| Participation rate | 72.7% | 78.8%-6.1pp | 75.7%-3.0pp | 69.2%+3.5pp |
| Annual return | 0.23% | -3.26%+3.5pp | 6625.22%-6625.0pp | 10.78%-10.6pp |
| Employer contribution / active EE | $815 | $1,769-53.9% | $2,266-64.0% | $1,899-57.1% |
| Participant deferral / active EE | $2,405 | $3,408-29.4% | $3,560-32.4% | $3,046-21.1% |
| Admin fee / account holder | $51 | $79-35.9% | $4,821-99.0% | $91-44.3% |