Filed December 23, 2024 (most recent of 2 filings on file)
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 |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,137 | $81,494-39.7% | $133,978-63.3% | $73,497-33.1% |
| Participation rate | 94.2% | 76.4%+17.8pp | 79.8%+14.3pp | 70.7%+23.5pp |
| Annual return | 11.77% | 19.40%-7.6pp | 45.10%-33.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,652 | $2,210+20.0% | $3,919-32.3% | $2,270+16.8% |
| Participant deferral / active EE | $2,777 | $3,787-26.7% | $5,047-45.0% | $3,740-25.7% |
| Admin fee / account holder | $11 | $713-98.4% | $8,930-99.9% | $513-97.8% |