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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,093 |
Service code 49 · EIN 36-4212397 | Other Services | $20,374 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,546 | $50,919+181.9% | $155,556-7.7% | $77,762+84.6% |
| Participation rate | 99.6% | 63.1%+36.5pp | 78.2%+21.4pp | 70.6%+29.0pp |
| Annual return | 14.86% | 34.84%-20.0pp | 64.84%-50.0pp | 31.27%-16.4pp |
| Employer contribution / active EE | $4,797 | $1,991+140.9% | $4,675+2.6% | $2,728+75.8% |
| Participant deferral / active EE | $5,615 | $2,824+98.8% | $5,631-0.3% | $4,651+20.7% |
| Admin fee / account holder | $170 | $437-61.1% | $15,885-98.9% | $433-60.7% |