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| Provider | Service type | Compensation |
|---|---|---|
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC Service code 99 · EIN 22-2778225 | Other Fees | $48,809 |
Service code 99 · EIN 22-2778225 | Other Fees | $48,809 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 | Other Services | $14,166 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,871 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,871 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,396 | $121,341+33.8% | $189,537-14.3% | $79,391+104.6% |
| Participation rate | 99.3% | 86.1%+13.2pp | 87.8%+11.5pp | 70.7%+28.6pp |
| Annual return | 19.32% | 21.08%-1.8pp | 555.34%-536.0pp | 116.88%-97.6pp |
| Employer contribution / active EE | $1,937 | $3,915-50.5% | $6,161-68.6% | $2,428-20.2% |
| Participant deferral / active EE | $5,665 | $6,395-11.4% | $8,220-31.1% | $4,046+40.0% |
| Admin fee / account holder | $549 | $651-15.6% | $12,048-95.4% | $627-12.3% |