Filed August 9, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,933 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,121 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,249 | $53,199-26.2% | $155,567-74.8% | $199,768-80.4% |
| Participation rate | 6.4% | 64.1%-57.8pp | 78.2%-71.8pp | 72.0%-65.6pp |
| Annual return | 14.21% | 41.17%-27.0pp | 64.74%-50.5pp | 34.26%-20.1pp |
| Employer contribution / active EE | $103 | $1,852-94.4% | $4,674-97.8% | $3,037-96.6% |
| Participant deferral / active EE | $204 | $3,163-93.6% | $5,628-96.4% | $5,090-96.0% |
| Admin fee / account holder | $280 | $186+50.8% | $15,916-98.2% | $269+4.0% |