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 | $156,876 |
Filed as: EAGLE STRATEGIES, LLC Service code 27 · EIN 13-5582869 | Advisory (Plan) | $54,000 |
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 | $36,662 | $50,151-26.9% | $149,696-75.5% | $80,157-54.3% |
| Participation rate | 97.4% | 64.3%+33.1pp | 78.8%+18.6pp | 72.9%+24.4pp |
| Annual return | 24.16% | 29.80%-5.6pp | 134.46%-110.3pp | 40.39%-16.2pp |
| Employer contribution / active EE | $1,925 | $1,867+3.1% | $4,821-60.1% | $2,977-35.4% |
| Participant deferral / active EE | $4,371 | $3,194+36.8% | $5,682-23.1% | $5,015-12.8% |
| Admin fee / account holder | $99 | $153-34.9% | $13,212-99.2% | $145-31.5% |