Filed December 21, 2018
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $253,171 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $7,192 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,709 | $67,512+10.7% | $185,854-59.8% | $93,010-19.7% |
| Participation rate | 96.2% | 67.1%+29.0pp | 81.7%+14.5pp | 73.9%+22.3pp |
| Annual return | 25.06% | 21.04%+4.0pp | 122.12%-97.1pp | 158.70%-133.6pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $6,231 | $3,035+105.3% | $5,569+11.9% | $4,561+36.6% |
| Admin fee / account holder | $84 | $318-73.5% | $16,246-99.5% | $152-44.4% |