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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-0293282 | Contract Administrator | $13,953 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,192 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,026 | $102,429-29.7% | $147,096-51.0% | $80,925-11.0% |
| Participation rate | 77.1% | 75.9%+1.2pp | 82.2%-5.1pp | 67.7%+9.4pp |
| Annual return | 16.08% | 135.02%-118.9pp | 419.75%-403.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $2,938 | $3,716-20.9% | $4,936-40.5% | $2,756+6.6% |
| Participant deferral / active EE | $7,723 | $6,649+16.2% | $8,071-4.3% | $4,299+79.7% |
| Admin fee / account holder | $99 | $7,957-98.8% | $13,005-99.2% | $6,940-98.6% |