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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,809 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $5,809 |
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 | $119,932 | $75,832+58.2% | $147,617-18.8% | $59,633+101.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.17% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $5,224 | $3,485+49.9% | $5,564-6.1% | $2,203+137.2% |
| Participant deferral / active EE | $3,979 | $3,131+27.1% | $4,895-18.7% | $3,192+24.7% |
| Admin fee / account holder | $29 | $5,986-99.5% | $11,612-99.8% | $4,297-99.3% |