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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,432 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $17,260 |
MORNINGSTAR1 year 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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,144 | $82,188-49.9% | $125,391-67.2% | $64,824-36.5% |
| Participation rate | 50.4% | 77.9%-27.5pp | 82.4%-32.0pp | 71.5%-21.1pp |
| Annual return | 0.52% | 3.50%-3.0pp | 572.41%-571.9pp | 32.84%-32.3pp |
| Employer contribution / active EE | $1,517 | $3,617-58.1% | $4,816-68.5% | $2,507-39.5% |
| Participant deferral / active EE | $3,814 | $7,177-46.9% | $7,448-48.8% | $4,311-11.5% |
| Admin fee / account holder | $166 | $163+1.9% | $10,009-98.3% | $188-11.4% |