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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,935 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,337 | $91,439-7.8% | $135,974-38.0% | $71,511+17.9% |
| Participation rate | 95.9% | 75.7%+20.2pp | 81.9%+14.0pp | 67.9%+27.9pp |
| Annual return | 23.57% | 29.90%-6.3pp | 68.30%-44.7pp | 28.86%-5.3pp |
| Employer contribution / active EE | $9,025 | $3,705+143.6% | $4,859+85.7% | $2,589+248.6% |
| Participant deferral / active EE | $11,062 | $7,093+56.0% | $7,760+42.6% | $4,291+157.8% |
| Admin fee / account holder | $123 | $1,267-90.3% | $10,767-98.9% | $1,588-92.3% |