Filed December 14, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,028 |
MORNINGSTAR3+ years Service code 26 | Advisory (Participants) | $5,384 |
CERTIFIED ADVISORY CORP1 year Filed as: CERTIFIED FIN. GROUP INC. Service code 99 · EIN 33-0128386 | Other Fees | $0 |
Filed as: QUALIFIED BENEFITS RETIREMENT PLAN Service code 99 · EIN 26-2768667 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS. AND ANN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,103 | $64,909+179.0% | $82,312+120.0% | $62,293+190.7% |
| Participation rate | 98.5% | 74.9%+23.7pp | 76.9%+21.6pp | 69.5%+29.0pp |
| Annual return | 13.86% | 21.18%-7.3pp | 25.88%-12.0pp | 28.90%-15.0pp |
| Employer contribution / active EE | $9,067 | $1,676+441.0% | $2,428+273.4% | $2,042+344.0% |
| Participant deferral / active EE | $9,326 | $3,103+200.5% | $3,706+151.6% | $3,169+194.3% |
| Admin fee / account holder | $125 | $440-71.5% | $5,608-97.8% | $479-73.9% |