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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,222 | $89,355-6.9% | $141,162-41.0% | $72,985+14.0% |
| Participation rate | 55.1% | 75.1%-20.0pp | 82.5%-27.4pp | 69.5%-14.4pp |
| Annual return | 17.61% | 111.85%-94.2pp | 71.39%-53.8pp | 81.00%-63.4pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,452 | $5,418-36.3% | $6,709-48.5% | $3,607-4.3% |
| Admin fee / account holder | $95 | $5,958-98.4% | $10,261-99.1% | $5,124-98.1% |