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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $5,117 |
Service code 64 · EIN 39-6040276 | Recordkeeping Fees | $2,164 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,291 | $54,717-6.3% | $86,209-40.5% | $71,495-28.3% |
| Participation rate | 66.2% | 60.1%+6.1pp | 69.0%-2.8pp | 67.9%-1.8pp |
| Annual return | 12.22% | 20.07%-7.8pp | 1169.05%-1156.8pp | 28.85%-16.6pp |
| Employer contribution / active EE | $31 | $1,267-97.6% | $2,381-98.7% | $2,589-98.8% |
| Participant deferral / active EE | $2,795 | $3,110-10.1% | $3,986-29.9% | $4,291-34.9% |
| Admin fee / account holder | $40 | $1,922-97.9% | $6,853-99.4% | $1,588-97.5% |