Filed December 5, 2019 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,698 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,262 | $58,312+71.9% | $86,656+15.7% | $71,529+40.2% |
| Participation rate | 99.1% | 65.0%+34.0pp | 71.7%+27.4pp | 67.9%+31.1pp |
| Annual return | 11.77% | 24.08%-12.3pp | 593.09%-581.3pp | 28.97%-17.2pp |
| Employer contribution / active EE | $15,334 | $2,576+495.2% | $3,025+406.8% | $2,590+492.1% |
| Participant deferral / active EE | $14,616 | $3,439+325.0% | $4,439+229.3% | $4,291+240.6% |
| Admin fee / account holder | $104 | $1,057-90.2% | $5,619-98.2% | $1,588-93.5% |