Filed April 16, 2018
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,151 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MNGT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,655 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,175 | $91,517-53.9% | $101,275-58.4% | $73,412-42.6% |
| Participation rate | 55.4% | 73.8%-18.4pp | 75.8%-20.4pp | 72.2%-16.8pp |
| Annual return | 15.50% | 17.17%-1.7pp | 46.48%-31.0pp | 59.30%-43.8pp |
| Employer contribution / active EE | $2,493 | $2,877-13.3% | $3,660-31.9% | $2,234+11.6% |
| Participant deferral / active EE | $1,402 | $3,338-58.0% | $4,371-67.9% | $3,806-63.2% |
| Admin fee / account holder | $179 | $216-17.1% | $5,948-97.0% | $158+13.3% |