Filed December 1, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,805 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $15,992 |
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 | $151,674 | $65,960+129.9% | $81,844+85.3% | $77,736+95.1% |
| Participation rate | 98.9% | 65.8%+33.1pp | 72.4%+26.5pp | 70.6%+28.3pp |
| Annual return | 18.12% | 26.64%-8.5pp | 778.87%-760.8pp | 31.26%-13.1pp |
| Employer contribution / active EE | $4,800 | $2,375+102.1% | $2,916+64.6% | $2,728+76.0% |
| Participant deferral / active EE | $7,747 | $3,505+121.0% | $4,323+79.2% | $4,651+66.6% |
| Admin fee / account holder | $149 | $526-71.8% | $7,355-98.0% | $433-65.7% |