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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,687 |
MORNINGSTAR2+ years Service code 27 | Advisory (Plan) | $16,068 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-3297908 | Advisory (Participants) | $1,372 |
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.
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 | $85,011 | $92,091-7.7% | $63,018+34.9% | $77,958+9.0% |
| Participation rate | 32.6% | 74.5%-41.8pp | 74.8%-42.2pp | 71.6%-39.0pp |
| Annual return | 15.05% | 16.23%-1.2pp | 87.62%-72.6pp | 20.87%-5.8pp |
| Employer contribution / active EE | $747 | $3,424-78.2% | $2,761-72.9% | $2,310-67.7% |
| Participant deferral / active EE | $1,562 | $3,361-53.5% | $3,330-53.1% | $3,537-55.8% |
| Admin fee / account holder | $22 | $48-54.8% | $3,601-99.4% | $97-77.7% |