Filed March 22, 2021
Total covered: 21 employees
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 |
|---|---|---|
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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,097 | $53,204-67.9% | $155,556-89.0% | $200,096-91.5% |
| Participation rate | 88.8% | 64.1%+24.7pp | 78.2%+10.6pp | 72.0%+16.8pp |
| Annual return | 17.25% | 41.02%-23.8pp | 64.84%-47.6pp | 34.26%-17.0pp |
| Employer contribution / active EE | $1,044 | $1,850-43.6% | $4,675-77.7% | $3,038-65.6% |
| Participant deferral / active EE | $2,291 | $3,163-27.6% | $5,631-59.3% | $5,090-55.0% |
| Admin fee / account holder | $102 | $186-45.0% | $15,885-99.4% | $269-62.0% |