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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $208 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $168 |
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 | $59,924 | $69,305-13.5% | $82,312-27.2% | $69,631-13.9% |
| Participation rate | 73.2% | 80.3%-7.1pp | 76.9%-3.7pp | 70.7%+2.5pp |
| Annual return | 18.83% | 21.47%-2.6pp | 25.88%-7.0pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $788 | $1,887-58.2% | $2,428-67.6% | $2,032-61.2% |
| Participant deferral / active EE | $2,314 | $3,568-35.2% | $3,706-37.6% | $3,224-28.2% |
| Admin fee / account holder | $48 | $97-50.5% | $5,608-99.1% | $110-56.4% |