Filed April 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $207,203 |
Filed as: EAGLE STRATEGIES, LLC Service code 27 · EIN 13-5582869 | Advisory (Plan) | $31,451 |
OSAIC WEALTH INC1 year Service code 27 · EIN 93-0987232 | Advisory (Plan) | $22,549 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,345 | $53,204-16.7% | $155,556-71.5% | $200,096-77.8% |
| Participation rate | 98.3% | 64.1%+34.2pp | 78.2%+20.1pp | 72.0%+26.3pp |
| Annual return | 14.48% | 41.02%-26.5pp | 64.84%-50.4pp | 34.26%-19.8pp |
| Employer contribution / active EE | $2,182 | $1,850+17.9% | $4,675-53.3% | $3,038-28.2% |
| Participant deferral / active EE | $4,579 | $3,163+44.7% | $5,631-18.7% | $5,090-10.0% |
| Admin fee / account holder | $131 | $186-29.5% | $15,885-99.2% | $269-51.4% |