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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $220 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $220 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,134 | $34,677-70.8% | $77,024-86.8% | $64,808-84.4% |
| Participation rate | 22.0% | 49.8%-27.9pp | 67.9%-45.9pp | 71.5%-49.5pp |
| Annual return | 0.58% | -5.33%+5.9pp | 42.32%-41.7pp | 32.82%-32.2pp |
| Employer contribution / active EE | $971 | $1,370-29.1% | $2,812-65.5% | $2,506-61.2% |
| Participant deferral / active EE | $1,561 | $2,556-38.9% | $4,426-64.7% | $4,310-63.8% |
| Admin fee / account holder | $22 | $179-87.6% | $5,425-99.6% | $188-88.3% |