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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $76,651 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,257 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,365 | $40,113-59.2% | $84,029-80.5% | $77,775-79.0% |
| Participation rate | 90.4% | 62.8%+27.6pp | 69.0%+21.4pp | 73.2%+17.2pp |
| Annual return | 25.67% | 23.27%+2.4pp | 71.32%-45.7pp | 32.58%-6.9pp |
| Employer contribution / active EE | $1,411 | $847+66.6% | $1,984-28.9% | $2,504-43.7% |
| Participant deferral / active EE | $2,010 | $2,030-1.0% | $3,239-38.0% | $3,966-49.3% |
| Admin fee / account holder | $25 | $92-72.4% | $6,102-99.6% | $100-74.8% |