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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $34,817 |
REGULUS ADVISORS, LLC4 years Service code 26 · EIN 26-3975819 | Advisory (Participants) | $20,890 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,575 | $52,346+11.9% | $143,801-59.3% | $78,104-25.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 80.3%+19.7pp | 74.5%+25.5pp |
| Annual return | -13.63% | -14.19%+0.6pp | -0.04%-13.6pp | 10.90%-24.5pp |
| Employer contribution / active EE | $2,115 | $2,131-0.7% | $4,952-57.3% | $3,128-32.4% |
| Participant deferral / active EE | $4,248 | $3,800+11.8% | $5,639-24.7% | $5,089-16.5% |
| Admin fee / account holder | $10 | $63-83.6% | $14,680-99.9% | $79-86.8% |