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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $244,341 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT, Service code 27 · EIN 36-3297908 | Advisory (Plan) | $27,608 |
Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $18,044 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,335 | $118,337+37.2% | $189,534-14.4% | $93,010+74.5% |
| Participation rate | 99.2% | 89.1%+10.2pp | 87.8%+11.4pp | 73.9%+25.3pp |
| Annual return | 16.88% | 21.77%-4.9pp | 555.39%-538.5pp | 158.70%-141.8pp |
| Employer contribution / active EE | $9,918 | $4,204+135.9% | $6,162+60.9% | $2,705+266.6% |
| Participant deferral / active EE | $9,059 | $7,123+27.2% | $8,220+10.2% | $4,561+98.6% |
| Admin fee / account holder | $65 | $100-35.1% | $12,049-99.5% | $152-57.3% |