Filed May 17, 2021
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,554 |
MORNINGSTAR1 year 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 | $84,309 | $65,092+29.5% | $143,799-41.4% | $66,938+26.0% |
| Participation rate | 82.7% | 65.2%+17.5pp | 80.3%+2.3pp | 69.8%+12.8pp |
| Annual return | -16.94% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,514 | $2,362+175.9% | $4,952+31.5% | $2,545+156.0% |
| Participant deferral / active EE | $8,507 | $2,920+191.3% | $5,638+50.9% | $4,238+100.7% |
| Admin fee / account holder | $103 | $502-79.6% | $14,677-99.3% | $594-82.7% |