Filed November 12, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6+ years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $148 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $148 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,391 | $81,474+202.4% | $133,971+83.9% | $73,493+235.3% |
| Participation rate | 0.0% | 76.4%-76.4pp | 79.8%-79.8pp | 70.7%-70.7pp |
| Annual return | 9.28% | 19.40%-10.1pp | 45.09%-35.8pp | 28.51%-19.2pp |
| Employer contribution / active EE | $753 | $2,209-65.9% | $3,919-80.8% | $2,270-66.8% |
| Participant deferral / active EE | $1,202 | $3,786-68.2% | $5,047-76.2% | $3,740-67.8% |
| Admin fee / account holder | $167 | $713-76.6% | $8,929-98.1% | $513-67.5% |