Filed September 29, 2012
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,661 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,888 | $88,982+43.7% | $102,438+24.8% | $77,671+64.7% |
| Participation rate | 93.7% | 80.9%+12.8pp | 76.5%+17.2pp | 70.6%+23.1pp |
| Annual return | 16.36% | 25.01%-8.7pp | 29.37%-13.0pp | 31.21%-14.9pp |
| Employer contribution / active EE | $3,315 | $2,698+22.9% | $3,024+9.7% | $2,726+21.6% |
| Participant deferral / active EE | $7,246 | $5,144+40.9% | $5,054+43.4% | $4,648+55.9% |
| Admin fee / account holder | $131 | $236-44.3% | $9,448-98.6% | $430-69.5% |