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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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $1,794 | $61,214-97.1% | $83,327-97.8% | $56,289-96.8% |
| Participation rate | 64.3% | 72.6%-8.3pp | 77.8%-13.5pp | 69.9%-5.6pp |
| Annual return | -2.52% | 0.42%-2.9pp | 10.64%-13.2pp | -9.96%+7.4pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $545 | $5,091-89.3% | $5,565-90.2% | $3,350-83.7% |
| Admin fee / account holder | $7 | $512-98.7% | $7,540-99.9% | $521-98.7% |