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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,787 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 · EIN 26-2091417 | Contract Administrator | $9,891 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS LLC Service code 13 | Contract Administrator | $2,003 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,319 | $106,028-79.9% | $146,958-85.5% | $77,643-72.5% |
| Participation rate | 45.4% | 78.4%-32.9pp | 82.2%-36.7pp | 70.6%-25.1pp |
| Annual return | 19.40% | 56.73%-37.3pp | 418.34%-398.9pp | 31.24%-11.8pp |
| Employer contribution / active EE | $606 | $4,063-85.1% | $4,933-87.7% | $2,726-77.8% |
| Participant deferral / active EE | $2,064 | $7,990-74.2% | $8,070-74.4% | $4,647-55.6% |
| Admin fee / account holder | $137 | $337-59.3% | $12,998-98.9% | $430-68.1% |