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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,439 |
Service code 27 · EIN 93-0987232 | Advisory (Plan) | $16,066 |
MORNINGSTAR2 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.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,514 | $91,474-53.5% | $135,982-68.7% | $71,529-40.6% |
| Participation rate | 67.1% | 75.7%-8.5pp | 81.9%-14.8pp | 67.9%-0.8pp |
| Annual return | 13.96% | 29.89%-15.9pp | 68.32%-54.4pp | 28.97%-15.0pp |
| Employer contribution / active EE | $1,367 | $3,705-63.1% | $4,859-71.9% | $2,590-47.2% |
| Participant deferral / active EE | $3,641 | $7,095-48.7% | $7,760-53.1% | $4,291-15.2% |
| Admin fee / account holder | $166 | $1,267-86.9% | $10,767-98.5% | $1,588-89.5% |