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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,036 |
ACTUARIAL BENEFITS CORP8 years Filed as: ACTUARIAL CONSULTING SERVICES, INC. Service code 13 · EIN 16-1186135 | Contract Administrator | $57,631 |
Filed as: LAWLEY RETIREMENT ADVISORS, LLC Service code 27 · EIN 27-4034238 | Advisory (Plan) | $29,976 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $24,944 | $53,204-53.1% | $155,556-84.0% | $200,096-87.5% |
| Participation rate | 83.1% | 64.1%+19.0pp | 78.2%+4.8pp | 72.0%+11.0pp |
| Annual return | 14.44% | 41.02%-26.6pp | 64.84%-50.4pp | 34.26%-19.8pp |
| Employer contribution / active EE | $1,171 | $1,850-36.7% | $4,675-75.0% | $3,038-61.4% |
| Participant deferral / active EE | $2,554 | $3,163-19.3% | $5,631-54.6% | $5,090-49.8% |
| Admin fee / account holder | $126 | $186-32.1% | $15,885-99.2% | $269-53.1% |