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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $292,529 | $85,766+241.1% | $136,298+114.6% | $70,126+317.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.17% | 31.46%-17.3pp | 5156.27%-5142.1pp | 73.15%-59.0pp |
| Employer contribution / active EE | $9,437 | $2,966+218.2% | $4,696+101.0% | $2,343+302.9% |
| Participant deferral / active EE | $12,616 | $5,051+149.7% | $6,247+101.9% | $3,332+278.6% |
| Admin fee / account holder | $43 | $5,421-99.2% | $9,244-99.5% | $4,645-99.1% |