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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,844 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $324 |
MORNINGSTAR4 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 | $50,722 | $58,895-13.9% | $178,503-71.6% | $73,497-31.0% |
| Participation rate | 98.3% | 66.2%+32.1pp | 81.9%+16.4pp | 70.7%+27.6pp |
| Annual return | 11.84% | 24.86%-13.0pp | 151.12%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,925 | $2,236+30.8% | $5,011-41.6% | $2,270+28.8% |
| Participant deferral / active EE | $4,514 | $2,567+75.9% | $5,202-13.2% | $3,740+20.7% |
| Admin fee / account holder | $25 | $400-93.7% | $13,987-99.8% | $513-95.1% |