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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Service code 26 · EIN 36-3297908 | Advisory (Participants) | $3,072 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,637 | $71,666-23.8% | $117,861-53.6% | $69,631-21.5% |
| Participation rate | 28.3% | 77.5%-49.2pp | 79.7%-51.4pp | 70.7%-42.4pp |
| Annual return | 15.83% | 18.86%-3.0pp | 335.11%-319.3pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,538 | $3,340-53.9% | $4,482-65.7% | $3,224-52.3% |
| Admin fee / account holder | $20 | $120-83.6% | $8,021-99.8% | $110-82.2% |