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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,509 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC 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 | $131,064 | $72,639+80.4% | $90,766+44.4% | $66,949+95.8% |
| Participation rate | 89.3% | 73.7%+15.6pp | 75.7%+13.6pp | 69.8%+19.5pp |
| Annual return | -16.45% | -12.28%-4.2pp | -12.16%-4.3pp | 1.57%-18.0pp |
| Employer contribution / active EE | $1,581 | $2,369-33.3% | $2,922-45.9% | $2,545-37.9% |
| Participant deferral / active EE | $8,811 | $3,979+121.5% | $4,565+93.0% | $4,239+107.9% |
| Admin fee / account holder | $291 | $708-58.8% | $8,446-96.5% | $594-50.9% |