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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $8,043 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $7,799 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,266 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,325 | $46,173+141.1% | $170,435-34.7% | $69,631+59.9% |
| Participation rate | 62.0% | 63.9%-1.9pp | 83.6%-21.6pp | 70.7%-8.7pp |
| Annual return | 20.52% | 21.62%-1.1pp | 205.94%-185.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $1,595 | $1,610-0.9% | $5,432-70.6% | $2,032-21.5% |
| Participant deferral / active EE | $4,960 | $2,080+138.4% | $4,939+0.4% | $3,224+53.9% |
| Admin fee / account holder | $25 | $116-78.0% | $13,881-99.8% | $110-76.9% |