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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $82,908 |
MARVYN YAVITZ3 years Service code 99 · EIN 48-8283864 | Other Fees | $40,224 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $13,967 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,042 |
YAVITZ INSURANCE AGENCY1 year Service code 99 · EIN 43-1037263 | Other Fees | $12,026 |
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 | $79,876 | $73,404+8.8% | $87,103-8.3% | $67,582+18.2% |
| Participation rate | 74.1% | 80.9%-6.8pp | 76.9%-2.8pp | 71.3%+2.8pp |
| Annual return | 21.00% | 48.29%-27.3pp | 28.19%-7.2pp | 378.57%-357.6pp |
| Employer contribution / active EE | $1,338 | $2,014-33.5% | $2,521-46.9% | $2,148-37.7% |
| Participant deferral / active EE | $4,254 | $3,913+8.7% | $4,049+5.1% | $3,539+20.2% |
| Admin fee / account holder | $219 | $142+54.4% | $7,491-97.1% | $142+53.6% |