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 | $55,472+104.5% | $155,567-27.1% | $74,546+52.2% |
| Participation rate | 94.4% | 61.9%+32.5pp | 78.2%+16.2pp | 67.2%+27.2pp |
| Annual return | 18.07% | 268.72%-250.7pp | 64.74%-46.7pp | 1366.03%-1348.0pp |
| Employer contribution / active EE | $8,476 | $2,269+273.6% | $4,674+81.3% | $2,624+223.0% |
| Participant deferral / active EE | $10,348 | $2,838+264.7% | $5,628+83.9% | $4,347+138.0% |
| Admin fee / account holder | $139 | $1,743-92.0% | $15,916-99.1% | $1,944-92.9% |