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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,380 |
MORNINGSTAR4+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,062 | $150,541-30.9% | $145,433-28.4% | $103,975+0.1% |
| Participation rate | 97.7% | 81.1%+16.6pp | 82.1%+15.6pp | 72.5%+25.2pp |
| Annual return | 40.10% | 20.73%+19.4pp | 66.58%-26.5pp | 19.41%+20.7pp |
| Employer contribution / active EE | $8,010 | $5,177+54.7% | $4,554+75.9% | $3,722+115.2% |
| Participant deferral / active EE | $7,929 | $9,456-16.1% | $7,897+0.4% | $5,343+48.4% |
| Admin fee / account holder | $88 | $165-46.8% | $13,129-99.3% | $332-73.6% |