Filed December 2, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $28,157 |
MORNINGSTAR5+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $14,110 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,390 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,423 | $75,419-25.2% | $392,568-85.6% | $67,579-16.5% |
| Participation rate | 91.6% | 74.8%+16.8pp | 78.1%+13.6pp | 71.3%+20.3pp |
| Annual return | 22.04% | 36.70%-14.7pp | 24.42%-2.4pp | 378.56%-356.5pp |
| Employer contribution / active EE | $531 | $2,636-79.8% | $3,783-86.0% | $2,148-75.3% |
| Participant deferral / active EE | $5,275 | $4,347+21.4% | $5,985-11.9% | $3,539+49.1% |
| Admin fee / account holder | $29 | $114-74.6% | $6,260-99.5% | $142-79.7% |