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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,984 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 34-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,433 | $45,343-19.6% | $150,298-75.8% | $67,986-46.4% |
| Participation rate | 81.9% | 51.9%+30.0pp | 77.8%+4.1pp | 57.2%+24.6pp |
| Annual return | 23.61% | 33.28%-9.7pp | 62.79%-39.2pp | 31.67%-8.1pp |
| Employer contribution / active EE | $2,133 | $1,462+45.9% | $4,154-48.6% | $2,019+5.7% |
| Participant deferral / active EE | $3,796 | $2,055+84.8% | $5,453-30.4% | $3,358+13.0% |
| Admin fee / account holder | $97 | $2,250-95.7% | $14,116-99.3% | $3,203-97.0% |