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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $543,391 |
Filed as: THURSTON SPRINGER Service code 13 · EIN 84-3586652 | Contract Administrator | $188,198 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,647 | $159,391-63.2% | $102,460-42.8% | $99,313-40.9% |
| Participation rate | 44.1% | 88.6%-44.4pp | 76.5%-32.4pp | 71.7%-27.6pp |
| Annual return | 14.83% | 19.03%-4.2pp | 29.47%-14.6pp | 17.67%-2.8pp |
| Employer contribution / active EE | $1,184 | $4,207-71.9% | $3,025-60.9% | $3,264-63.7% |
| Participant deferral / active EE | $2,221 | $7,498-70.4% | $5,056-56.1% | $5,346-58.4% |
| Admin fee / account holder | $133 | $159-16.7% | $9,460-98.6% | $109+21.5% |