Filed June 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $12,940 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,262 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,748 | $102,553-47.6% | $151,611-64.5% | $66,914-19.7% |
| Participation rate | 96.1% | 85.5%+10.6pp | 87.5%+8.6pp | 69.8%+26.3pp |
| Annual return | -15.84% | -10.82%-5.0pp | 3.33%-19.2pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,334 | $4,180-68.1% | $6,166-78.4% | $2,544-47.6% |
| Participant deferral / active EE | $3,943 | $6,641-40.6% | $8,363-52.9% | $4,237-6.9% |
| Admin fee / account holder | $28 | $630-95.5% | $11,616-99.8% | $593-95.2% |