Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $106,247+14.1% | $147,096-17.6% | $77,714+56.0% |
| Participation rate | 98.3% | 78.4%+19.9pp | 82.2%+16.1pp | 70.6%+27.7pp |
| Annual return | 11.90% | 56.87%-45.0pp | 419.75%-407.8pp | 31.26%-19.4pp |
| Employer contribution / active EE | $8,369 | $4,069+105.7% | $4,936+69.6% | $2,727+206.9% |
| Participant deferral / active EE | $9,223 | $7,996+15.3% | $8,071+14.3% | $4,649+98.4% |
| Admin fee / account holder | $91 | $338-73.1% | $13,005-99.3% | $433-79.0% |