Filed June 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $298 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $298 |
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 | $52,503 | $65,118-19.4% | $76,766-31.6% | $55,725-5.8% |
| Participation rate | 74.9% | 79.6%-4.7pp | 77.0%-2.1pp | 70.9%+4.1pp |
| Annual return | -5.01% | -1.27%-3.7pp | 2.43%-7.4pp | 244.93%-249.9pp |
| Employer contribution / active EE | $965 | $1,941-50.3% | $2,485-61.2% | $2,078-53.6% |
| Participant deferral / active EE | $2,848 | $3,688-22.8% | $3,851-26.1% | $3,356-15.1% |
| Admin fee / account holder | $51 | $116-55.7% | $6,675-99.2% | $115-55.4% |