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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,346 |
MORNINGSTAR2+ 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,592 | $95,438+20.1% | $135,982-15.7% | $74,473+53.9% |
| Participation rate | 97.9% | 78.2%+19.7pp | 81.9%+16.0pp | 70.7%+27.2pp |
| Annual return | 13.98% | 32.61%-18.6pp | 68.32%-54.3pp | 34.36%-20.4pp |
| Employer contribution / active EE | $8,078 | $3,878+108.3% | $4,859+66.2% | $2,638+206.2% |
| Participant deferral / active EE | $9,514 | $7,790+22.1% | $7,760+22.6% | $4,530+110.0% |
| Admin fee / account holder | $87 | $259-66.3% | $10,767-99.2% | $347-74.9% |