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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $74,699 |
Service code 99 · EIN 03-0107300 | Other Fees | $22,022 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,194 | $56,540+27.7% | $185,851-61.2% | $86,821-16.8% |
| Participation rate | 53.7% | 65.5%-11.8pp | 81.7%-28.0pp | 72.3%-18.6pp |
| Annual return | 15.54% | 118.20%-102.7pp | 122.11%-106.6pp | 97.94%-82.4pp |
| Employer contribution / active EE | $309 | $1,844-83.2% | $5,168-94.0% | $2,406-87.2% |
| Participant deferral / active EE | $3,710 | $2,555+45.2% | $5,569-33.4% | $4,132-10.2% |
| Admin fee / account holder | $164 | $150+9.5% | $16,245-99.0% | $170-3.4% |