Filed December 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,584 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $31,770 |
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 | $58,996 | $65,820-10.4% | $108,745-45.7% | $57,658+2.3% |
| Participation rate | 76.8% | 72.7%+4.1pp | 77.7%-0.9pp | 70.2%+6.6pp |
| Annual return | 7.54% | 21.32%-13.8pp | 46.22%-38.7pp | 5.13%+2.4pp |
| Employer contribution / active EE | $0 | $2,285-100.0% | $3,323-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $5,304 | $3,578+48.3% | $5,121+3.6% | $3,061+73.3% |
| Admin fee / account holder | $28 | $91-69.8% | $6,144-99.6% | $95-70.9% |