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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,381 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $227 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
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 | $44,364 | $52,967-16.2% | $172,753-74.3% | $65,186-31.9% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.5pp | 70.2%+29.0pp |
| Annual return | 23.41% | 30.12%-6.7pp | 803.00%-779.6pp | 29.39%-6.0pp |
| Employer contribution / active EE | $3,120 | $2,190+42.4% | $5,144-39.3% | $2,177+43.3% |
| Participant deferral / active EE | $4,522 | $2,471+83.0% | $5,198-13.0% | $3,514+28.7% |
| Admin fee / account holder | $35 | $472-92.6% | $13,956-99.7% | $847-95.9% |