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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $369 |
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 | $14,916 | $58,895-74.7% | $178,503-91.6% | $73,497-79.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 14.92% | 24.86%-9.9pp | 151.12%-136.2pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,744 | $2,236-22.0% | $5,011-65.2% | $2,270-23.2% |
| Participant deferral / active EE | $3,298 | $2,567+28.5% | $5,202-36.6% | $3,740-11.8% |
| Admin fee / account holder | $15 | $400-96.4% | $13,987-99.9% | $513-97.2% |