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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,556 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,316 | $29,554-71.9% | $56,054-85.2% | $77,692-89.3% |
| Participation rate | 70.0% | 32.6%+37.4pp | 52.5%+17.5pp | 70.6%-0.6pp |
| Annual return | 27.02% | 18.89%+8.1pp | 1705.95%-1678.9pp | 31.25%-4.2pp |
| Employer contribution / active EE | $1,041 | $568+83.1% | $1,039+0.1% | $2,726-61.8% |
| Participant deferral / active EE | $1,983 | $1,061+86.9% | $1,952+1.6% | $4,648-57.3% |
| Admin fee / account holder | $87 | $1,046-91.7% | $2,822-96.9% | $431-79.8% |