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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,068 |
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 | $84,612 | $62,928+34.5% | $172,753-51.0% | $67,582+25.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 82.6%+17.4pp | 71.3%+28.7pp |
| Annual return | 82.12% | 30.36%+51.8pp | 803.00%-720.9pp | 378.57%-296.4pp |
| Employer contribution / active EE | $8,575 | $1,636+424.1% | $5,144+66.7% | $2,148+299.2% |
| Participant deferral / active EE | $4,283 | $2,145+99.7% | $5,198-17.6% | $3,539+21.0% |
| Admin fee / account holder | $205 | $167+23.3% | $13,956-98.5% | $142+44.3% |