Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $44,406 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,424 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,707 | $101,653+5.0% | $147,080-27.5% | $74,459+43.3% |
| Participation rate | 65.2% | 75.6%-10.4pp | 82.2%-17.0pp | 67.2%-2.0pp |
| Annual return | 26.03% | 8754.98%-8728.9pp | 420.17%-394.1pp | 1369.70%-1343.7pp |
| Employer contribution / active EE | $1,765 | $3,813-53.7% | $4,933-64.2% | $2,626-32.8% |
| Participant deferral / active EE | $7,865 | $7,304+7.7% | $8,066-2.5% | $4,350+80.8% |
| Admin fee / account holder | $389 | $1,752-77.8% | $12,989-97.0% | $1,945-80.0% |