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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,369 |
Service code 13 · EIN 36-4212397 | Contract Administrator | $16,323 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR3 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 | $134,869 | $61,356+119.8% | $149,696-9.9% | $71,511+88.6% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 19.19% | 35.86%-16.7pp | 134.46%-115.3pp | 28.86%-9.7pp |
| Employer contribution / active EE | $4,922 | $2,382+106.6% | $4,821+2.1% | $2,589+90.1% |
| Participant deferral / active EE | $5,415 | $2,920+85.5% | $5,682-4.7% | $4,291+26.2% |
| Admin fee / account holder | $167 | $1,263-86.8% | $13,212-98.7% | $1,588-89.5% |