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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,818 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,111 |
EQUITABLE ADVISORS LLC2 years Service code 27 · EIN 13-4071393 | Advisory (Plan) | $13,889 |
MORNINGSTAR1 year 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.
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 | $66,534 | $82,202-19.1% | $125,339-46.9% | $64,808+2.7% |
| Participation rate | 40.6% | 77.9%-37.3pp | 82.4%-41.8pp | 71.5%-30.9pp |
| Annual return | -15.74% | 3.48%-19.2pp | 572.05%-587.8pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,416 | $3,615-60.8% | $4,814-70.6% | $2,506-43.5% |
| Participant deferral / active EE | $5,380 | $7,175-25.0% | $7,446-27.7% | $4,310+24.8% |
| Admin fee / account holder | $157 | $163-3.7% | $10,010-98.4% | $188-16.3% |