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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 71-0294708 | Accounting | $9,475 |
KEYSTONE 401(K), LLC4 years Service code 13 · EIN 83-1741966 | Contract Administrator | $6,960 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,355 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,119 | $71,142-32.4% | $119,634-59.8% | $64,824-25.8% |
| Participation rate | 94.9% | 78.6%+16.3pp | 79.3%+15.6pp | 71.5%+23.4pp |
| Annual return | -13.91% | -10.01%-3.9pp | -14.98%+1.1pp | 32.84%-46.8pp |
| Employer contribution / active EE | $2,360 | $2,497-5.5% | $4,232-44.2% | $2,507-5.9% |
| Participant deferral / active EE | $4,942 | $4,490+10.1% | $5,601-11.8% | $4,311+14.6% |
| Admin fee / account holder | $54 | $162-66.4% | $10,329-99.5% | $188-71.0% |