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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,597 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,196 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,797 | $29,516-2.4% | $77,482-62.8% | $90,288-68.1% |
| Participation rate | 30.6% | 33.7%-3.0pp | 54.2%-23.6pp | 73.4%-42.7pp |
| Annual return | 3.99% | 231.18%-227.2pp | 54.79%-50.8pp | 53.97%-50.0pp |
| Employer contribution / active EE | $724 | $381+90.3% | $986-26.6% | $2,524-71.3% |
| Participant deferral / active EE | $1,468 | $944+55.5% | $1,861-21.2% | $4,232-65.3% |
| Admin fee / account holder | $29 | $106-72.5% | $2,858-99.0% | $114-74.5% |