Filed February 22, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $36,989 |
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $10,218 |
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.
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 | $27,121 | $71,666-62.2% | $117,861-77.0% | $69,634-61.1% |
| Participation rate | 60.4% | 77.5%-17.1pp | 79.7%-19.3pp | 70.7%-10.3pp |
| Annual return | 14.95% | 18.86%-3.9pp | 335.11%-320.2pp | 27572.26%-27557.3pp |
| Employer contribution / active EE | $621 | $1,889-67.1% | $3,786-83.6% | $2,032-69.5% |
| Participant deferral / active EE | $1,495 | $3,340-55.2% | $4,482-66.6% | $3,224-53.6% |
| Admin fee / account holder | $73 | $120-39.7% | $8,021-99.1% | $110-34.3% |