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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINSTAR INVESTMENT MGMT Service code 26 | Advisory (Participants) | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,213 | $82,674-61.0% | $125,381-74.3% | $68,486-53.0% |
| Participation rate | 98.2% | 75.1%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -18.24% | -5.97%-12.3pp | 572.31%-590.5pp | -7.85%-10.4pp |
| Employer contribution / active EE | $6,135 | $3,382+81.4% | $4,815+27.4% | $2,597+136.3% |
| Participant deferral / active EE | $11,462 | $6,111+87.6% | $7,448+53.9% | $4,028+184.6% |
| Admin fee / account holder | $36 | $6,277-99.4% | $10,007-99.6% | $5,404-99.3% |