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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,789 | $99,957-49.2% | $149,730-66.1% | $73,493-30.9% |
| Participation rate | 53.1% | 75.7%-22.6pp | 82.5%-29.4pp | 70.7%-17.6pp |
| Annual return | 17.41% | 53.87%-36.5pp | 276.70%-259.3pp | 28.51%-11.1pp |
| Employer contribution / active EE | $1,550 | $3,191-51.4% | $4,645-66.6% | $2,270-31.7% |
| Participant deferral / active EE | $4,786 | $6,073-21.2% | $6,843-30.1% | $3,740+28.0% |
| Admin fee / account holder | $21 | $551-96.2% | $9,310-99.8% | $513-95.9% |