Filed December 2, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $34,579 |
MORNINGSTAR1+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $30,553 |
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 | $59,876 | $57,435+4.2% | $105,218-43.1% | $55,191+8.5% |
| Participation rate | 74.0% | 71.3%+2.7pp | 77.2%-3.2pp | 69.2%+4.8pp |
| Annual return | 0.90% | 2.97%-2.1pp | 5.33%-4.4pp | 10.78%-9.9pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $3,255-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,521 | $3,495+29.3% | $4,867-7.1% | $3,046+48.4% |
| Admin fee / account holder | $28 | $70-60.4% | $6,992-99.6% | $91-69.3% |