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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $156,620 |
Service code 27 · EIN 36-4906731 | Advisory (Plan) | $62,328 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $72,004 | $89,123-19.2% | $102,460-29.7% | $77,762-7.4% |
| Participation rate | 96.4% | 80.9%+15.4pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 18.37% | 25.05%-6.7pp | 29.47%-11.1pp | 31.27%-12.9pp |
| Employer contribution / active EE | $3,820 | $2,700+41.5% | $3,025+26.3% | $2,728+40.0% |
| Participant deferral / active EE | $7,832 | $5,148+52.2% | $5,056+54.9% | $4,651+68.4% |
| Admin fee / account holder | $186 | $236-21.0% | $9,460-98.0% | $433-56.9% |