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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $97,943 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 27 · EIN 33-0785439 | Advisory (Plan) | $50,510 |
MORNINGSTAR3 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,131 | $62,686+2.3% | $178,540-64.1% | $77,736-17.5% |
| Participation rate | 20.3% | 66.9%-46.6pp | 77.1%-56.8pp | 70.6%-50.3pp |
| Annual return | 11.90% | 16.16%-4.3pp | 27.15%-15.2pp | 31.26%-19.4pp |
| Employer contribution / active EE | $532 | $1,914-72.2% | $3,953-86.5% | $2,728-80.5% |
| Participant deferral / active EE | $1,083 | $4,224-74.3% | $6,281-82.7% | $4,651-76.7% |
| Admin fee / account holder | $535 | $386+38.6% | $10,424-94.9% | $433+23.5% |