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 | $28,557 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,843 | $61,356+67.6% | $149,696-31.3% | $71,511+43.8% |
| Participation rate | 84.1% | 62.5%+21.5pp | 78.8%+5.3pp | 67.9%+16.1pp |
| Annual return | 20.97% | 35.86%-14.9pp | 134.46%-113.5pp | 28.86%-7.9pp |
| Employer contribution / active EE | $6,879 | $2,382+188.8% | $4,821+42.7% | $2,589+165.7% |
| Participant deferral / active EE | $8,926 | $2,920+205.7% | $5,682+57.1% | $4,291+108.0% |
| Admin fee / account holder | $112 | $1,263-91.1% | $13,212-99.2% | $1,588-92.9% |