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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $37,027 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $13,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,697 | $50,820-43.5% | $155,567-81.6% | $77,671-63.1% |
| Participation rate | 37.0% | 63.1%-26.2pp | 78.2%-41.2pp | 70.6%-33.6pp |
| Annual return | 11.16% | 34.85%-23.7pp | 64.74%-53.6pp | 31.21%-20.0pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,225 | $2,823-56.6% | $5,628-78.2% | $4,648-73.6% |
| Admin fee / account holder | $183 | $436-57.9% | $15,916-98.8% | $430-57.4% |