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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,326 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $21,326 |
MORNINGSTAR2 years 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 | $15,918 | $51,878-69.3% | $68,368-76.7% | $79,634-80.0% |
| Participation rate | 95.6% | 53.7%+41.9pp | 73.8%+21.8pp | 62.5%+33.1pp |
| Annual return | 26.39% | 137.43%-111.0pp | 292.57%-266.2pp | 36.46%-10.1pp |
| Employer contribution / active EE | $1,989 | $1,931+3.0% | $2,649-24.9% | $2,529-21.3% |
| Participant deferral / active EE | $2,640 | $2,577+2.4% | $4,123-36.0% | $3,835-31.2% |
| Admin fee / account holder | $53 | $942-94.4% | $5,150-99.0% | $1,002-94.7% |