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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,978 |
MORNINGSTAR3+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,204 | $106,264+14.1% | $147,117-17.6% | $77,762+55.9% |
| Participation rate | 98.3% | 78.4%+19.8pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 11.90% | 56.94%-45.0pp | 420.54%-408.6pp | 31.27%-19.4pp |
| Employer contribution / active EE | $8,369 | $4,074+105.4% | $4,932+69.7% | $2,728+206.8% |
| Participant deferral / active EE | $9,223 | $8,003+15.2% | $8,065+14.4% | $4,651+98.3% |
| Admin fee / account holder | $91 | $334-72.8% | $12,993-99.3% | $433-79.0% |