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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $81,362 |
COHNREZNICK LLP8+ years Service code 10 · EIN 22-1478099 | Accounting | $23,750 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,416 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,708 | $50,458+375.1% | $159,960+49.9% | $64,808+269.9% |
| Participation rate | 96.4% | 68.0%+28.4pp | 78.0%+18.5pp | 71.5%+24.9pp |
| Annual return | -19.89% | -13.42%-6.5pp | 408.60%-428.5pp | 32.82%-52.7pp |
| Employer contribution / active EE | $11,582 | $1,722+572.5% | $4,226+174.1% | $2,506+362.2% |
| Participant deferral / active EE | $12,340 | $4,004+208.2% | $6,182+99.6% | $4,310+186.3% |
| Admin fee / account holder | $216 | $706-69.4% | $8,698-97.5% | $188+15.2% |