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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $152,086 | $55,453+174.3% | $170,435-10.8% | $62,293+144.1% |
| Participation rate | 90.3% | 66.4%+23.9pp | 83.6%+6.7pp | 69.5%+20.8pp |
| Annual return | 23.14% | 21.38%+1.8pp | 205.94%-182.8pp | 28.90%-5.8pp |
| Employer contribution / active EE | $6,522 | $2,164+201.4% | $5,432+20.1% | $2,042+219.4% |
| Participant deferral / active EE | $5,945 | $2,303+158.2% | $4,939+20.3% | $3,169+87.6% |
| Admin fee / account holder | $20 | $455-95.6% | $13,881-99.9% | $479-95.8% |