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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,551 |
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 | $72,934 | $79,189-7.9% | $102,457-28.8% | $74,400-2.0% |
| Participation rate | 98.7% | 74.8%+24.0pp | 76.5%+22.2pp | 67.2%+31.5pp |
| Annual return | 18.66% | 54.98%-36.3pp | 29.41%-10.8pp | 1367.51%-1348.9pp |
| Employer contribution / active EE | $9,998 | $2,362+323.2% | $3,022+230.8% | $2,624+281.0% |
| Participant deferral / active EE | $11,530 | $4,415+161.2% | $5,054+128.1% | $4,348+165.2% |
| Admin fee / account holder | $27 | $2,002-98.7% | $9,451-99.7% | $1,944-98.6% |