Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $16,189 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,922 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $16,956 | $62,166-72.7% | $81,353-79.2% | $74,459-77.2% |
| Participation rate | 99.4% | 64.1%+35.3pp | 69.5%+29.8pp | 67.2%+32.1pp |
| Annual return | 14.48% | 16.50%-2.0pp | 24.82%-10.3pp | 1369.70%-1355.2pp |
| Employer contribution / active EE | $1,420 | $1,881-24.5% | $2,464-42.4% | $2,626-45.9% |
| Participant deferral / active EE | $2,684 | $3,223-16.7% | $3,885-30.9% | $4,350-38.3% |
| Admin fee / account holder | $148 | $1,925-92.3% | $5,766-97.4% | $1,945-92.4% |