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| 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 | $93,598-54.4% | $135,974-68.6% | $75,173-43.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.64% | 30.89%-10.2pp | 68.30%-47.7pp | 160.72%-140.1pp |
| Employer contribution / active EE | $5,706 | $3,538+61.3% | $4,859+17.4% | $2,671+113.6% |
| Participant deferral / active EE | $10,309 | $6,405+60.9% | $7,760+32.8% | $4,126+149.8% |
| Admin fee / account holder | $49 | $6,978-99.3% | $10,767-99.5% | $5,651-99.1% |