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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $113,217 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $55,609 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,591 | $159,978-54.0% | $147,041-50.0% | $145,978-49.6% |
| Participation rate | 0.0% | 84.0%-84.0pp | 82.2%-82.2pp | 80.3%-80.3pp |
| Annual return | 17.97% | 98.36%-80.4pp | 419.21%-401.2pp | 550.52%-532.5pp |
| Employer contribution / active EE | $40,805 | $5,288+671.6% | $4,935+726.9% | $4,662+775.3% |
| Participant deferral / active EE | $217,761 | $8,429+2483.5% | $8,071+2598.1% | $6,690+3155.2% |
| Admin fee / account holder | $3,330 | $15,053-77.9% | $13,006-74.4% | $13,400-75.2% |