Filed December 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $30,939 |
MORNINGSTAR8+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $19,910 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,840 | $74,188-32.8% | $115,756-56.9% | $64,808-23.1% |
| Participation rate | 95.0% | 76.2%+18.8pp | 77.1%+17.9pp | 71.5%+23.6pp |
| Annual return | -16.06% | -11.81%-4.2pp | 143.14%-159.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $962 | $3,365-71.4% | $3,793-74.6% | $2,506-61.6% |
| Participant deferral / active EE | $6,416 | $5,294+21.2% | $6,254+2.6% | $4,310+48.9% |
| Admin fee / account holder | $31 | $148-79.3% | $8,124-99.6% | $188-83.7% |