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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years 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 | $17,253 | $75,284-77.1% | $91,004-81.0% | $69,631-75.2% |
| Participation rate | 21.0% | 80.4%-59.4pp | 75.6%-54.6pp | 70.7%-49.7pp |
| Annual return | 15.02% | 48.40%-33.4pp | 4.60%+10.4pp | 27571.02%-27556.0pp |
| Employer contribution / active EE | $0 | $2,473-100.0% | $2,456-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $334 | $3,700-91.0% | $3,548-90.6% | $3,224-89.6% |
| Admin fee / account holder | $13 | $111-88.5% | $5,417-99.8% | $110-88.5% |