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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,795 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,141 |
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 | $74,494 | $88,122-15.5% | $141,197-47.2% | $67,582+10.2% |
| Participation rate | 59.8% | 76.5%-16.7pp | 82.5%-22.7pp | 71.3%-11.5pp |
| Annual return | 27.73% | 75.40%-47.7pp | 71.41%-43.7pp | 378.57%-350.8pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,736-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $5,832 | $5,958-2.1% | $6,710-13.1% | $3,539+64.8% |
| Admin fee / account holder | $8 | $131-93.8% | $10,265-99.9% | $142-94.3% |