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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7,627 |
Filed as: IFP SECURITIES LLC Service code 27 · EIN 83-0951655 | Advisory (Plan) | $5,189 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,123 | $101,591-48.7% | $147,096-64.6% | $74,429-30.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 82.2%-2.2pp | 67.2%+12.8pp |
| Annual return | 48.69% | 8746.45%-8697.8pp | 419.75%-371.1pp | 1368.38%-1319.7pp |
| Employer contribution / active EE | $2,867 | $3,813-24.8% | $4,936-41.9% | $2,625+9.2% |
| Participant deferral / active EE | $5,899 | $7,302-19.2% | $8,071-26.9% | $4,348+35.7% |
| Admin fee / account holder | $308 | $1,750-82.4% | $13,005-97.6% | $1,944-84.1% |