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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,241 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,534 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,910 | $82,188+9.4% | $125,391-28.3% | $64,824+38.7% |
| Participation rate | 89.3% | 77.9%+11.4pp | 82.4%+6.9pp | 71.5%+17.8pp |
| Annual return | -14.19% | 3.50%-17.7pp | 572.41%-586.6pp | 32.84%-47.0pp |
| Employer contribution / active EE | $2,017 | $3,617-44.3% | $4,816-58.1% | $2,507-19.6% |
| Participant deferral / active EE | $8,770 | $7,177+22.2% | $7,448+17.7% | $4,311+103.4% |
| Admin fee / account holder | $17 | $163-89.7% | $10,009-99.8% | $188-91.0% |