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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,889 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,889 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,060 | $42,810+0.6% | $169,452-74.6% | $55,725-22.7% |
| Participation rate | 34.4% | 64.7%-30.4pp | 77.8%-43.4pp | 70.9%-36.5pp |
| Annual return | -4.48% | -3.61%-0.9pp | 1.83%-6.3pp | 244.93%-249.4pp |
| Employer contribution / active EE | $303 | $1,402-78.4% | $4,157-92.7% | $2,078-85.4% |
| Participant deferral / active EE | $1,213 | $3,141-61.4% | $5,277-77.0% | $3,356-63.8% |
| Admin fee / account holder | $70 | $106-34.3% | $9,110-99.2% | $115-39.2% |