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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 71-0294708 | Accounting | $12,131 |
KEYSTONE 401(K), LLC3 years Service code 13 · EIN 83-1741966 | Contract Administrator | $8,720 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,189 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,071 | $86,225-32.7% | $146,647-60.4% | $86,821-33.1% |
| Participation rate | 90.2% | 78.0%+12.2pp | 80.1%+10.1pp | 72.3%+17.9pp |
| Annual return | 16.51% | 31.23%-14.7pp | 22.75%-6.2pp | 97.94%-81.4pp |
| Employer contribution / active EE | $2,017 | $2,392-15.7% | $4,137-51.2% | $2,406-16.2% |
| Participant deferral / active EE | $4,254 | $4,245+0.2% | $5,506-22.7% | $4,132+3.0% |
| Admin fee / account holder | $73 | $195-62.5% | $10,281-99.3% | $170-56.9% |