Filed July 14, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,315 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 | Advisory (Plan) | $12,359 |
MORNINGSTAR3 years 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,543 | $41,016+30.5% | $152,093-64.8% | $64,097-16.5% |
| Participation rate | 67.9% | 51.3%+16.6pp | 77.8%-9.8pp | 55.2%+12.8pp |
| Annual return | 15.35% | 39.60%-24.2pp | 66.36%-51.0pp | 34.64%-19.3pp |
| Employer contribution / active EE | $2,497 | $1,342+86.0% | $4,175-40.2% | $1,891+32.0% |
| Participant deferral / active EE | $1,273 | $1,927-34.0% | $5,451-76.7% | $3,080-58.7% |
| Admin fee / account holder | $312 | $2,305-86.5% | $14,497-97.8% | $3,454-91.0% |