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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,778 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $76 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $35 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,265 | $55,453-34.6% | $170,435-78.7% | $62,293-41.8% |
| Participation rate | 99.0% | 66.4%+32.6pp | 83.6%+15.4pp | 69.5%+29.5pp |
| Annual return | 16.85% | 21.38%-4.5pp | 205.94%-189.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,772 | $2,164+28.1% | $5,432-49.0% | $2,042+35.7% |
| Participant deferral / active EE | $4,033 | $2,303+75.2% | $4,939-18.3% | $3,169+27.3% |
| Admin fee / account holder | $23 | $455-95.0% | $13,881-99.8% | $479-95.3% |