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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $43,304 |
MORNINGSTAR1 year 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,259 | $66,459-30.4% | $81,353-43.1% | $77,736-40.5% |
| Participation rate | 67.7% | 68.7%-1.0pp | 69.5%-1.8pp | 70.6%-2.9pp |
| Annual return | 13.28% | 15.95%-2.7pp | 24.82%-11.5pp | 31.26%-18.0pp |
| Employer contribution / active EE | $1,317 | $2,156-38.9% | $2,464-46.6% | $2,728-51.7% |
| Participant deferral / active EE | $2,155 | $3,674-41.4% | $3,885-44.5% | $4,651-53.7% |
| Admin fee / account holder | $72 | $585-87.7% | $5,766-98.8% | $433-83.4% |