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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $19,767 |
Service code 64 · EIN 16-0919109 | Recordkeeping Fees | $2,630 |
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 | $43,054 | $40,174+7.2% | $84,023-48.8% | $67,582-36.3% |
| Participation rate | 83.0% | 62.7%+20.3pp | 69.0%+14.0pp | 71.3%+11.7pp |
| Annual return | 22.86% | 25.82%-3.0pp | 71.32%-48.5pp | 378.57%-355.7pp |
| Employer contribution / active EE | $861 | $808+6.6% | $1,984-56.6% | $2,148-59.9% |
| Participant deferral / active EE | $3,143 | $2,301+36.6% | $3,239-3.0% | $3,539-11.2% |
| Admin fee / account holder | $66 | $128-48.5% | $6,102-98.9% | $142-53.6% |