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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,322 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $8,322 |
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 | $157,610 | $91,198+72.8% | $178,503-11.7% | $79,856+97.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.21% | 24.20%-9.0pp | 151.12%-135.9pp | 31.71%-16.5pp |
| Employer contribution / active EE | $8,744 | $3,257+168.5% | $5,011+74.5% | $2,471+253.8% |
| Participant deferral / active EE | $6,956 | $3,237+114.9% | $5,202+33.7% | $3,741+86.0% |
| Admin fee / account holder | $23 | $6,748-99.7% | $13,987-99.8% | $5,306-99.6% |