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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3 years Filed as: MORNINSTAR 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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $35,833 | $55,122-35.0% | $104,639-65.8% | $73,497-51.2% |
| Participation rate | 50.0% | 67.7%-17.7pp | 74.1%-24.1pp | 70.7%-20.7pp |
| Annual return | 9.36% | 24.77%-15.4pp | 340.67%-331.3pp | 28.51%-19.2pp |
| Employer contribution / active EE | $0 | $1,464-100.0% | $2,682-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $894 | $2,919-69.4% | $3,738-76.1% | $3,740-76.1% |
| Admin fee / account holder | $17 | $423-96.0% | $6,465-99.7% | $513-96.7% |