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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $61,620 |
Filed as: FUTURE PLANNING ASSOCIATES, INC. Service code 99 · EIN 03-0271340 | Other Fees | $5,792 |
Filed as: TRG RETIREMENT PLAN CONSULTANTS Service code 99 · EIN 55-5000555 | Other Fees | $2,893 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,451 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,047 | $47,180+4.0% | $149,723-67.2% | $74,473-34.1% |
| Participation rate | 86.7% | 63.4%+23.3pp | 78.8%+7.9pp | 70.7%+15.9pp |
| Annual return | 19.83% | 22.75%-2.9pp | 134.50%-114.7pp | 34.36%-14.5pp |
| Employer contribution / active EE | $4,403 | $1,907+130.9% | $4,821-8.7% | $2,638+66.9% |
| Participant deferral / active EE | $3,924 | $2,730+43.7% | $5,682-30.9% | $4,530-13.4% |
| Admin fee / account holder | $81 | $343-76.3% | $13,215-99.4% | $347-76.6% |