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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,923 |
Service code 49 · EIN 95-3845382 | Other Services | $7,047 |
MORNINGSTAR2 years 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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,225 | $55,446+8.6% | $155,574-61.3% | $74,429-19.1% |
| Participation rate | 60.7% | 61.9%-1.2pp | 78.2%-17.5pp | 67.2%-6.5pp |
| Annual return | 14.64% | 269.20%-254.6pp | 64.87%-50.2pp | 1368.38%-1353.7pp |
| Employer contribution / active EE | $1,874 | $2,266-17.3% | $4,676-59.9% | $2,625-28.6% |
| Participant deferral / active EE | $3,786 | $2,836+33.5% | $5,629-32.7% | $4,348-12.9% |
| Admin fee / account holder | $276 | $1,743-84.2% | $15,914-98.3% | $1,944-85.8% |