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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,729 |
MORNINGSTAR1 year 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 | $47,629 | $64,176-25.8% | $112,249-57.6% | $66,938-28.8% |
| Participation rate | 74.8% | 68.4%+6.4pp | 75.1%-0.2pp | 69.8%+5.0pp |
| Annual return | -29.16% | -13.80%-15.4pp | 27.48%-56.6pp | 1.58%-30.7pp |
| Employer contribution / active EE | $2,831 | $3,007-5.8% | $3,636-22.1% | $2,545+11.2% |
| Participant deferral / active EE | $6,695 | $3,694+81.3% | $4,729+41.6% | $4,238+58.0% |
| Admin fee / account holder | $150 | $626-76.0% | $6,412-97.7% | $594-74.7% |