Filed December 22, 2022 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $589,266 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,396 | $53,531-5.9% | $86,251-41.6% | $96,393-47.7% |
| Participation rate | 60.5% | 53.4%+7.1pp | 69.0%-8.5pp | 71.3%-10.8pp |
| Annual return | 17.45% | 20.51%-3.1pp | 1170.54%-1153.1pp | 22.88%-5.4pp |
| Employer contribution / active EE | $1,095 | $1,158-5.4% | $2,381-54.0% | $3,239-66.2% |
| Participant deferral / active EE | $2,217 | $1,965+12.8% | $3,987-44.4% | $5,455-59.4% |
| Admin fee / account holder | $49 | $55-11.4% | $6,857-99.3% | $74-33.5% |