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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $15 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $15 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,511 | $25,302-70.3% | $74,722-89.9% | $67,579-88.9% |
| Participation rate | 10.8% | 37.8%-27.1pp | 54.5%-43.7pp | 71.3%-60.5pp |
| Annual return | 19.94% | 10291.17%-10271.2pp | 753.11%-733.2pp | 378.56%-358.6pp |
| Employer contribution / active EE | $0 | $446-100.0% | $1,084-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $224 | $954-76.5% | $1,963-88.6% | $3,539-93.7% |
| Admin fee / account holder | $35 | $108-67.8% | $3,335-99.0% | $142-75.7% |