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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 74-2794194 | Other Services | $25,098 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,690 |
MORNINGSTAR1 year 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 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $68,302 | $60,454+13.0% | $81,844-16.5% | $74,459-8.3% |
| Participation rate | 84.4% | 63.0%+21.4pp | 72.4%+12.0pp | 67.2%+17.2pp |
| Annual return | 11.44% | 16.87%-5.4pp | 778.87%-767.4pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $3,168 | $2,630+20.5% | $2,916+8.6% | $2,626+20.6% |
| Participant deferral / active EE | $6,193 | $3,398+82.2% | $4,323+43.2% | $4,350+42.4% |
| Admin fee / account holder | $16 | $1,490-99.0% | $7,355-99.8% | $1,945-99.2% |