Filed May 17, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,964 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,429 | $55,446+104.6% | $155,574-27.1% | $74,429+52.4% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.2pp | 67.2%+27.2pp |
| Annual return | 18.07% | 269.20%-251.1pp | 64.87%-46.8pp | 1368.38%-1350.3pp |
| Employer contribution / active EE | $8,476 | $2,266+274.0% | $4,676+81.3% | $2,625+222.9% |
| Participant deferral / active EE | $10,348 | $2,836+264.9% | $5,629+83.8% | $4,348+138.0% |
| Admin fee / account holder | $139 | $1,743-92.1% | $15,914-99.1% | $1,944-92.9% |