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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,598 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,336 | $65,453-20.0% | $86,698-39.6% | $66,938-21.8% |
| Participation rate | 97.4% | 75.5%+21.9pp | 76.6%+20.8pp | 69.8%+27.6pp |
| Annual return | -19.29% | -10.89%-8.4pp | 35.95%-55.2pp | 1.58%-20.9pp |
| Employer contribution / active EE | $1,050 | $2,154-51.3% | $2,837-63.0% | $2,545-58.8% |
| Participant deferral / active EE | $3,025 | $4,102-26.3% | $4,656-35.0% | $4,238-28.6% |
| Admin fee / account holder | $140 | $642-78.2% | $7,493-98.1% | $594-76.4% |