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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,278 |
MORNINGSTAR1 year 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 | $24,021 | $61,356-60.8% | $149,696-84.0% | $71,511-66.4% |
| Participation rate | 72.7% | 62.5%+10.2pp | 78.8%-6.0pp | 67.9%+4.8pp |
| Annual return | 28.25% | 35.86%-7.6pp | 134.46%-106.2pp | 28.86%-0.6pp |
| Employer contribution / active EE | $594 | $2,382-75.1% | $4,821-87.7% | $2,589-77.1% |
| Participant deferral / active EE | $2,318 | $2,920-20.6% | $5,682-59.2% | $4,291-46.0% |
| Admin fee / account holder | $15 | $1,263-98.8% | $13,212-99.9% | $1,588-99.0% |