Filed May 31, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $31,341 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,526 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,802 | $73,360-22.6% | $177,989-68.1% | $74,495-23.8% |
| Participation rate | 98.1% | 66.6%+31.5pp | 77.1%+21.0pp | 67.2%+30.9pp |
| Annual return | 24.73% | 17.49%+7.2pp | 294.48%-269.7pp | 1364.94%-1340.2pp |
| Employer contribution / active EE | $3,093 | $2,216+39.6% | $3,949-21.7% | $2,623+17.9% |
| Participant deferral / active EE | $7,028 | $4,513+55.7% | $6,276+12.0% | $4,346+61.7% |
| Admin fee / account holder | $195 | $1,808-89.2% | $10,363-98.1% | $1,942-89.9% |