Filed March 22, 2021
Total covered: 21 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $251,913 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,097 | $53,136-67.8% | $155,509-89.0% | $199,593-91.4% |
| Participation rate | 88.8% | 64.1%+24.8pp | 78.2%+10.6pp | 72.0%+16.9pp |
| Annual return | 17.25% | 41.15%-23.9pp | 64.67%-47.4pp | 34.25%-17.0pp |
| Employer contribution / active EE | $1,044 | $1,851-43.6% | $4,672-77.7% | $3,034-65.6% |
| Participant deferral / active EE | $2,291 | $3,161-27.5% | $5,626-59.3% | $5,087-55.0% |
| Admin fee / account holder | $102 | $185-44.9% | $15,912-99.4% | $269-62.0% |