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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $17,167 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,644 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,192 | $88,324-50.0% | $115,038-61.6% | $55,191-19.9% |
| Participation rate | 64.3% | 72.5%-8.3pp | 81.4%-17.1pp | 69.2%-4.9pp |
| Annual return | 8.46% | 6.30%+2.2pp | 26.14%-17.7pp | 10.78%-2.3pp |
| Employer contribution / active EE | $1,461 | $2,805-47.9% | $4,608-68.3% | $1,899-23.0% |
| Participant deferral / active EE | $2,883 | $5,042-42.8% | $6,026-52.2% | $3,046-5.4% |
| Admin fee / account holder | $47 | $105-55.7% | $8,175-99.4% | $91-48.6% |