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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,732 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $127 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,784 | $47,977-25.4% | $154,108-76.8% | $56,289-36.4% |
| Participation rate | 99.1% | 66.2%+32.9pp | 83.0%+16.1pp | 69.9%+29.2pp |
| Annual return | -7.62% | 3.54%-11.2pp | 735.21%-742.8pp | -9.96%+2.3pp |
| Employer contribution / active EE | $2,945 | $2,169+35.8% | $5,298-44.4% | $2,111+39.5% |
| Participant deferral / active EE | $3,927 | $2,392+64.2% | $5,081-22.7% | $3,350+17.2% |
| Admin fee / account holder | $20 | $438-95.5% | $13,411-99.9% | $521-96.2% |