Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINSTAR INVESTMENT MGMT Service code 26 | Advisory (Participants) | $2,292 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,292 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,664 | $93,589-54.4% | $135,942-68.6% | $75,181-43.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.64% | 30.90%-10.3pp | 68.28%-47.6pp | 160.69%-140.0pp |
| Employer contribution / active EE | $5,706 | $3,537+61.3% | $4,858+17.5% | $2,671+113.7% |
| Participant deferral / active EE | $10,309 | $6,405+60.9% | $7,759+32.9% | $4,126+149.9% |
| Admin fee / account holder | $49 | $6,977-99.3% | $10,764-99.5% | $5,650-99.1% |