Filed June 17, 2026
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $3,954 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $881 |
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 | $75,024 | $79,519-5.7% | $95,956-21.8% | $73,412+2.2% |
| Participation rate | 59.0% | 81.2%-22.2pp | 77.1%-18.1pp | 72.2%-13.2pp |
| Annual return | 18.94% | 19.20%-0.3pp | 91.63%-72.7pp | 59.30%-40.4pp |
| Employer contribution / active EE | $814 | $2,048-60.3% | $2,541-68.0% | $2,234-63.6% |
| Participant deferral / active EE | $2,466 | $4,138-40.4% | $4,167-40.8% | $3,806-35.2% |
| Admin fee / account holder | $52 | $184-71.7% | $6,797-99.2% | $158-67.0% |