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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 04-1590850 | Recordkeeping | $246 |
Service code 27 | Advisory (Plan) | $22 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 | Other Services | $16 |
Filed as: AMERIPRISE FINANCIAL SERVICES INC. Service code 49 · EIN 41-0973005 | Other Services | $0 |
UNITED BENEFIT PENSIONS INC.2+ years Service code 49 · EIN 36-4517541 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,628 | $80,177-5.7% | $123,894-39.0% | $57,658+31.2% |
| Participation rate | 11.1% | 74.4%-63.3pp | 81.4%-70.3pp | 70.2%-59.1pp |
| Annual return | 8.00% | 17.90%-9.9pp | 47.52%-39.5pp | 5.13%+2.9pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $515 | $5,130-90.0% | $5,984-91.4% | $3,061-83.2% |
| Admin fee / account holder | $296 | $106+178.0% | $8,357-96.5% | $95+212.6% |