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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,511 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $7,511 |
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 | $116,031 | $75,962+52.7% | $154,108-24.7% | $64,173+80.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.18% | 30.32%-36.5pp | 735.21%-741.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $5,785 | $3,350+72.7% | $5,298+9.2% | $2,381+143.0% |
| Participant deferral / active EE | $4,090 | $3,175+28.8% | $5,081-19.5% | $3,470+17.9% |
| Admin fee / account holder | $32 | $5,589-99.4% | $13,411-99.8% | $4,887-99.3% |