Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,511 |
Service code 17 · EIN 04-2675571 | Pension Consulting | $62,575 |
Service code 27 · EIN 23-2946836 | Advisory (Plan) | $17,940 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,076 | $50,820-5.4% | $155,567-69.1% | $77,671-38.1% |
| Participation rate | 81.6% | 63.1%+18.5pp | 78.2%+3.4pp | 70.6%+11.0pp |
| Annual return | 11.15% | 34.85%-23.7pp | 64.74%-53.6pp | 31.21%-20.1pp |
| Employer contribution / active EE | $3,716 | $1,993+86.5% | $4,674-20.5% | $2,726+36.3% |
| Participant deferral / active EE | $2,720 | $2,823-3.6% | $5,628-51.7% | $4,648-41.5% |
| Admin fee / account holder | $348 | $436-20.2% | $15,916-97.8% | $430-19.2% |