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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 | $102,382-29.6% | $147,005-51.0% | $80,874-10.9% |
| Participation rate | 77.1% | 75.8%+1.2pp | 82.2%-5.1pp | 67.6%+9.4pp |
| Annual return | 16.08% | 134.89%-118.8pp | 418.76%-402.7pp | 35.62%-19.5pp |
| Employer contribution / active EE | $2,938 | $3,715-20.9% | $4,934-40.5% | $2,756+6.6% |
| Participant deferral / active EE | $7,723 | $6,646+16.2% | $8,070-4.3% | $4,297+79.7% |
| Admin fee / account holder | $99 | $7,942-98.8% | $13,006-99.2% | $6,935-98.6% |