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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $42 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,698 | $61,214-23.7% | $83,333-44.0% | $56,287-17.0% |
| Participation rate | 57.8% | 72.6%-14.8pp | 77.8%-20.0pp | 69.9%-12.1pp |
| Annual return | -7.72% | 0.42%-8.1pp | 10.63%-18.4pp | -9.96%+2.2pp |
| Employer contribution / active EE | $1,391 | $1,925-27.7% | $3,379-58.8% | $2,111-34.1% |
| Participant deferral / active EE | $2,727 | $5,091-46.4% | $5,565-51.0% | $3,350-18.6% |
| Admin fee / account holder | $44 | $512-91.4% | $7,510-99.4% | $521-91.6% |