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| Provider | Service type | Compensation |
|---|---|---|
SIKICH LLP1 year Service code 99 · EIN 36-3168081 | Other Fees | $12,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,800 |
MORNINGSTAR6+ years Service code 26 | Advisory (Participants) | $9,002 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,131 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,185 | $52,293+152.8% | $178,499-25.9% | $73,412+80.1% |
| Participation rate | 63.3% | 65.3%-2.0pp | 81.9%-18.6pp | 72.2%-8.8pp |
| Annual return | 18.90% | 34.75%-15.8pp | 151.10%-132.2pp | 59.30%-40.4pp |
| Employer contribution / active EE | $1,620 | $1,735-6.7% | $5,011-67.7% | $2,234-27.5% |
| Participant deferral / active EE | $5,828 | $2,332+149.9% | $5,202+12.0% | $3,806+53.1% |
| Admin fee / account holder | $41 | $127-67.7% | $13,986-99.7% | $158-74.0% |