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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,060 |
MORNINGSTAR5+ years Service code 26 | Advisory (Participants) | $8,753 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,151 |
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 | $115,688 | $62,928+83.8% | $172,755-33.0% | $67,579+71.2% |
| Participation rate | 61.6% | 64.5%-2.9pp | 82.6%-21.1pp | 71.3%-9.7pp |
| Annual return | 22.39% | 30.36%-8.0pp | 802.94%-780.5pp | 378.56%-356.2pp |
| Employer contribution / active EE | $1,647 | $1,636+0.6% | $5,144-68.0% | $2,148-23.3% |
| Participant deferral / active EE | $5,760 | $2,145+168.6% | $5,198+10.8% | $3,539+62.7% |
| Admin fee / account holder | $47 | $167-71.6% | $13,955-99.7% | $142-66.8% |