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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,606 | $44,398-40.1% | $103,693-74.3% | $65,191-59.2% |
| Participation rate | 23.4% | 54.3%-30.9pp | 72.6%-49.2pp | 63.0%-39.6pp |
| Annual return | 10.68% | 325.62%-314.9pp | 47.61%-36.9pp | 51.24%-40.6pp |
| Employer contribution / active EE | $592 | $1,702-65.2% | $2,920-79.7% | $2,400-75.3% |
| Participant deferral / active EE | $797 | $1,797-55.7% | $4,579-82.6% | $2,671-70.2% |
| Admin fee / account holder | $57 | $856-93.4% | $7,858-99.3% | $907-93.7% |