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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 41-0973005 | Other Services | $14,077 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,343 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,914 | $102,422-8.3% | $147,117-36.2% | $80,959+16.0% |
| Participation rate | 73.2% | 75.9%-2.6pp | 82.2%-8.9pp | 67.7%+5.6pp |
| Annual return | 19.75% | 135.16%-115.4pp | 420.54%-400.8pp | 35.67%-15.9pp |
| Employer contribution / active EE | $2,556 | $3,717-31.3% | $4,932-48.2% | $2,757-7.3% |
| Participant deferral / active EE | $11,130 | $6,652+67.3% | $8,065+38.0% | $4,300+158.8% |
| Admin fee / account holder | $111 | $7,953-98.6% | $12,993-99.1% | $6,925-98.4% |