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| Provider | Service type | Compensation |
|---|---|---|
EJREYNOLDS, INC.2 years Filed as: EJREYNOLDS, INC Service code 49 · EIN 59-2265857 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTART Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,215 | $73,848-30.6% | $143,799-64.4% | $68,486-25.2% |
| Participation rate | 50.6% | 66.7%-16.1pp | 80.3%-29.7pp | 67.9%-17.3pp |
| Annual return | -18.98% | 0.91%-19.9pp | -0.04%-18.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $2,663 | $3,184-16.4% | $4,952-46.2% | $2,597+2.5% |
| Participant deferral / active EE | $1,420 | $3,385-58.1% | $5,638-74.8% | $4,028-64.8% |
| Admin fee / account holder | $140 | $5,755-97.6% | $14,677-99.0% | $5,404-97.4% |