Filed December 23, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $44,991 | $66,302-32.1% | $110,243-59.2% | $56,289-20.1% |
| Participation rate | 97.5% | 74.9%+22.6pp | 79.8%+17.7pp | 69.9%+27.6pp |
| Annual return | -3.81% | -1.18%-2.6pp | 314.76%-318.6pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,536 | $2,047+23.9% | $3,827-33.7% | $2,111+20.1% |
| Participant deferral / active EE | $1,936 | $3,381-42.8% | $4,672-58.6% | $3,350-42.2% |
| Admin fee / account holder | $17 | $698-97.6% | $8,548-99.8% | $521-96.8% |