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 MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $11,244 |
CERTIFIED ADVISORY CORP2 years Filed as: CERTIFIED FIN. GROUP INC. Service code 99 · EIN 33-0128386 | Other Fees | $0 |
LESLEY DEBUQUE1 year Filed as: LESLEY, THOMAS, SCHWARTZ & POSTMA Service code 99 · EIN 95-3864890 | Other Fees | $0 |
MORNINGSTAR1 year Filed as: MORNINSTAR Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
QBI, LLC1 year Filed as: QBI Service code 99 · EIN 26-2768667 | Other Fees | $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 | $168,489 | $59,191+184.7% | $76,767+119.5% | $56,289+199.3% |
| Participation rate | 98.5% | 75.2%+23.3pp | 77.0%+21.5pp | 69.9%+28.6pp |
| Annual return | -4.62% | 6.62%-11.2pp | 2.43%-7.0pp | -9.96%+5.3pp |
| Employer contribution / active EE | $9,461 | $1,759+437.9% | $2,485+280.7% | $2,111+348.2% |
| Participant deferral / active EE | $9,719 | $3,255+198.6% | $3,852+152.3% | $3,350+190.1% |
| Admin fee / account holder | $122 | $489-75.0% | $6,675-98.2% | $521-76.5% |