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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 | $44,206-39.8% | $94,057-71.7% | $64,728-58.9% |
| Participation rate | 23.4% | 51.0%-27.6pp | 73.3%-49.9pp | 57.9%-34.5pp |
| Annual return | 10.68% | 259.42%-248.7pp | 480.62%-469.9pp | 49.38%-38.7pp |
| Employer contribution / active EE | $592 | $1,635-63.8% | $2,933-79.8% | $2,243-73.6% |
| Participant deferral / active EE | $797 | $1,902-58.1% | $4,709-83.1% | $2,729-70.8% |
| Admin fee / account holder | $57 | $1,230-95.4% | $7,244-99.2% | $1,145-95.0% |