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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,032 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $8,032 |
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 | $132,871 | $85,171+56.0% | $172,753-23.1% | $72,976+82.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.78% | 27.32%-7.5pp | 803.00%-783.2pp | 81.02%-61.2pp |
| Employer contribution / active EE | $10,955 | $3,324+229.6% | $5,144+113.0% | $2,440+349.0% |
| Participant deferral / active EE | $7,885 | $3,260+141.9% | $5,198+51.7% | $3,608+118.5% |
| Admin fee / account holder | $59 | $5,880-99.0% | $13,956-99.6% | $5,124-98.9% |