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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,653 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,368 |
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 | $99,993 | $37,196+168.8% | $154,111-35.1% | $55,725+79.4% |
| Participation rate | 59.9% | 64.1%-4.2pp | 83.0%-23.1pp | 70.9%-10.9pp |
| Annual return | -5.18% | 1319.68%-1324.9pp | 735.18%-740.4pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,532 | $1,614-5.1% | $5,298-71.1% | $2,078-26.3% |
| Participant deferral / active EE | $5,236 | $2,068+153.2% | $5,081+3.1% | $3,356+56.0% |
| Admin fee / account holder | $74 | $102-26.7% | $13,411-99.4% | $115-35.4% |