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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,481 |
Filed as: PARK AVENUE SECURITIES Service code 27 · EIN 13-4023176 | Advisory (Plan) | $19,940 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR1 year 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,866 | $55,470-46.2% | $155,556-80.8% | $74,478-59.9% |
| Participation rate | 59.9% | 61.9%-2.0pp | 78.2%-18.3pp | 67.2%-7.3pp |
| Annual return | 16.72% | 269.80%-253.1pp | 64.84%-48.1pp | 1370.56%-1353.8pp |
| Employer contribution / active EE | $940 | $2,267-58.5% | $4,675-79.9% | $2,626-64.2% |
| Participant deferral / active EE | $3,304 | $2,838+16.4% | $5,631-41.3% | $4,350-24.1% |
| Admin fee / account holder | $223 | $1,744-87.2% | $15,885-98.6% | $1,946-88.5% |