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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 | $191,016-45.5% | $152,301-31.7% | $89,670+16.0% |
| Participation rate | 97.7% | 77.3%+20.4pp | 82.4%+15.2pp | 71.2%+26.5pp |
| Annual return | 40.10% | 16.37%+23.7pp | 80.50%-40.4pp | 19.66%+20.4pp |
| Employer contribution / active EE | $8,010 | $7,400+8.2% | $4,624+73.2% | $4,041+98.2% |
| Participant deferral / active EE | $7,929 | $9,699-18.2% | $8,004-0.9% | $3,962+100.1% |
| Admin fee / account holder | $88 | $215-59.2% | $14,398-99.4% | $352-75.1% |