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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,799 |
MORNINGSTAR1 year 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 | $24,753 | $45,343-45.4% | $150,298-83.5% | $67,986-63.6% |
| Participation rate | 82.2% | 51.9%+30.4pp | 77.8%+4.5pp | 57.2%+25.0pp |
| Annual return | 14.44% | 33.28%-18.8pp | 62.79%-48.4pp | 31.67%-17.2pp |
| Employer contribution / active EE | $921 | $1,462-37.0% | $4,154-77.8% | $2,019-54.4% |
| Participant deferral / active EE | $1,369 | $2,055-33.4% | $5,453-74.9% | $3,358-59.2% |
| Admin fee / account holder | $169 | $2,250-92.5% | $14,116-98.8% | $3,203-94.7% |