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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 51 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $11,451 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,108 |
Service code 64 · EIN 16-0910910 | Recordkeeping Fees | $2,325 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,723 | $42,367-8.6% | $79,583-51.3% | $64,824-40.3% |
| Participation rate | 77.9% | 64.7%+13.2pp | 69.5%+8.4pp | 71.5%+6.4pp |
| Annual return | -17.37% | -12.24%-5.1pp | 0.16%-17.5pp | 32.84%-50.2pp |
| Employer contribution / active EE | $1,003 | $1,181-15.0% | $2,414-58.4% | $2,507-60.0% |
| Participant deferral / active EE | $3,369 | $3,168+6.3% | $3,986-15.5% | $4,311-21.9% |
| Admin fee / account holder | $55 | $160-65.7% | $6,835-99.2% | $188-70.9% |