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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,235 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,983 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,321 | $104,336+12.4% | $159,487-26.4% | $86,821+35.1% |
| Participation rate | 85.4% | 77.7%+7.7pp | 82.8%+2.5pp | 72.3%+13.1pp |
| Annual return | 15.55% | 26.32%-10.8pp | 263.71%-248.2pp | 97.94%-82.4pp |
| Employer contribution / active EE | $2,958 | $3,451-14.3% | $4,831-38.8% | $2,406+23.0% |
| Participant deferral / active EE | $9,358 | $6,837+36.9% | $7,354+27.3% | $4,132+126.5% |
| Admin fee / account holder | $18 | $172-89.5% | $10,804-99.8% | $170-89.3% |