Filed November 28, 2022 (most recent of 3 filings on file)
Total covered: 26 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $54,428 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $37,007 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L 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 | $43,351 | $50,919-14.9% | $155,556-72.1% | $77,762-44.3% |
| Participation rate | 99.0% | 63.1%+35.9pp | 78.2%+20.8pp | 70.6%+28.4pp |
| Annual return | 9.49% | 34.84%-25.3pp | 64.84%-55.3pp | 31.27%-21.8pp |
| Employer contribution / active EE | $1,883 | $1,991-5.4% | $4,675-59.7% | $2,728-31.0% |
| Participant deferral / active EE | $5,552 | $2,824+96.6% | $5,631-1.4% | $4,651+19.4% |
| Admin fee / account holder | $154 | $437-64.7% | $15,885-99.0% | $433-64.4% |