Filed December 2, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $40,743 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $25,369 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-3297908 | Advisory (Participants) | $9,499 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,443 | $68,544-10.4% | $115,752-46.9% | $69,631-11.8% |
| Participation rate | 74.7% | 74.0%+0.8pp | 77.8%-3.0pp | 70.7%+4.1pp |
| Annual return | 17.69% | 20.97%-3.3pp | 19.41%-1.7pp | 27571.02%-27553.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,492-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $4,713 | $3,887+21.3% | $5,204-9.4% | $3,224+46.2% |
| Admin fee / account holder | $28 | $90-69.3% | $6,278-99.6% | $110-74.9% |