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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 | $89,067-19.2% | $102,423-29.7% | $77,714-7.3% |
| Participation rate | 96.4% | 80.9%+15.4pp | 76.5%+19.9pp | 70.6%+25.8pp |
| Annual return | 18.37% | 25.01%-6.6pp | 29.42%-11.1pp | 31.26%-12.9pp |
| Employer contribution / active EE | $3,820 | $2,699+41.5% | $3,023+26.4% | $2,727+40.1% |
| Participant deferral / active EE | $7,832 | $5,147+52.2% | $5,054+55.0% | $4,649+68.5% |
| Admin fee / account holder | $186 | $236-20.9% | $9,455-98.0% | $433-57.0% |