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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $45,570 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC. Service code 17 · EIN 22-2446239 | Pension Consulting | $16,127 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,906 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,350 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESMENT MANGEMENT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,304 |
FORVIS, LLP1 year Filed as: MAZARS USA Service code 10 | Accounting | $0 |
Employer 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,343 | $136,307+22.0% | $177,848-6.5% | $73,497+126.3% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.7%+6.4pp | 70.7%+23.4pp |
| Annual return | 12.33% | 18.68%-6.3pp | 48.33%-36.0pp | 28.51%-16.2pp |
| Employer contribution / active EE | $1,092 | $3,712-70.6% | $5,919-81.6% | $2,270-51.9% |
| Participant deferral / active EE | $5,032 | $5,829-13.7% | $7,714-34.8% | $3,740+34.6% |
| Admin fee / account holder | $514 | $596-13.8% | $12,431-95.9% | $513+0.1% |