Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $16,562 | $65,223-74.6% | $80,022-79.3% | $55,725-70.3% |
| Participation rate | 15.6% | 80.6%-64.9pp | 75.8%-60.2pp | 70.9%-55.2pp |
| Annual return | 5.25% | 7.59%-2.3pp | 11.22%-6.0pp | 244.93%-239.7pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $348 | $3,881-91.0% | $3,686-90.6% | $3,356-89.6% |
| Admin fee / account holder | $34 | $114-70.3% | $6,521-99.5% | $115-70.6% |