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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.
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 | $13,641 | $74,024-81.6% | $78,002-82.5% | $57,658-76.3% |
| Participation rate | 24.7% | 79.7%-55.0pp | 75.5%-50.8pp | 70.2%-45.5pp |
| Annual return | 6.38% | 12.14%-5.8pp | 425.99%-419.6pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $2,365-100.0% | $2,470-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $431 | $3,533-87.8% | $3,497-87.7% | $3,061-85.9% |
| Admin fee / account holder | $59 | $93-36.3% | $5,481-98.9% | $95-37.2% |