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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $167 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $162 |
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 | $53,667 | $63,905-16.0% | $74,184-27.7% | $57,658-6.9% |
| Participation rate | 61.0% | 79.8%-18.7pp | 76.6%-15.6pp | 70.2%-9.2pp |
| Annual return | 11.73% | 60.60%-48.9pp | 17.74%-6.0pp | 5.13%+6.6pp |
| Employer contribution / active EE | $695 | $1,840-62.2% | $2,370-70.7% | $1,974-64.8% |
| Participant deferral / active EE | $2,191 | $3,448-36.5% | $3,550-38.3% | $3,061-28.4% |
| Admin fee / account holder | $61 | $91-33.6% | $5,586-98.9% | $95-36.0% |