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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNING STAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,883 | $52,967-54.9% | $172,753-86.2% | $65,186-63.4% |
| Participation rate | 32.5% | 66.2%-33.7pp | 82.6%-50.1pp | 70.2%-37.7pp |
| Annual return | 23.00% | 30.12%-7.1pp | 803.00%-780.0pp | 29.39%-6.4pp |
| Employer contribution / active EE | $686 | $2,190-68.7% | $5,144-86.7% | $2,177-68.5% |
| Participant deferral / active EE | $1,091 | $2,471-55.8% | $5,198-79.0% | $3,514-69.0% |
| Admin fee / account holder | $3 | $472-99.3% | $13,956-100.0% | $847-99.6% |