Filed December 21, 2018
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $254,448 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,858 |
Annual investment return 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 | $59,697 | $45,000+32.7% | $143,801-58.5% | $77,906-23.4% |
| Participation rate | 95.5% | 66.8%+28.7pp | 80.3%+15.2pp | 73.7%+21.8pp |
| Annual return | -17.05% | 29.03%-46.1pp | -0.04%-17.0pp | 12.16%-29.2pp |
| Employer contribution / active EE | $0 | $1,870-100.0% | $4,952-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $6,844 | $3,157+116.8% | $5,639+21.4% | $4,805+42.4% |
| Admin fee / account holder | $81 | $98-17.6% | $14,680-99.4% | $133-38.8% |