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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $6,987 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $6,987 |
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 | $129,814 | $84,236+54.1% | $170,435-23.8% | $70,126+85.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.11% | 23.06%-6.9pp | 205.94%-189.8pp | 73.15%-57.0pp |
| Employer contribution / active EE | $5,302 | $3,387+56.5% | $5,432-2.4% | $2,343+126.3% |
| Participant deferral / active EE | $3,809 | $3,086+23.4% | $4,939-22.9% | $3,332+14.3% |
| Admin fee / account holder | $60 | $5,698-98.9% | $13,881-99.6% | $4,645-98.7% |