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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,274 | $43,717-71.9% | $81,473-84.9% | $77,958-84.3% |
| Participation rate | 0.0% | 42.5%-42.5pp | 68.0%-68.0pp | 71.6%-71.6pp |
| Annual return | 425.30% | 23.83%+401.5pp | 38.78%+386.5pp | 20.87%+404.4pp |
| Employer contribution / active EE | $0 | $919-100.0% | $2,568-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $221 | $1,783-87.6% | $3,537-93.7% | $3,537-93.7% |
| Admin fee / account holder | $23 | $108-78.8% | $4,561-99.5% | $97-76.5% |