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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $18,373 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $14,746 |
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 | $46,823 | $80,177-41.6% | $123,894-62.2% | $57,658-18.8% |
| Participation rate | 67.3% | 74.4%-7.2pp | 81.4%-14.1pp | 70.2%-3.0pp |
| Annual return | 10.77% | 17.90%-7.1pp | 47.52%-36.8pp | 5.13%+5.6pp |
| Employer contribution / active EE | $1,619 | $2,913-44.4% | $4,617-64.9% | $1,974-18.0% |
| Participant deferral / active EE | $3,216 | $5,130-37.3% | $5,984-46.3% | $3,061+5.1% |
| Admin fee / account holder | $46 | $106-57.2% | $8,357-99.5% | $95-51.8% |