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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $127,428 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $87,552 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $59,072 | $106,110-44.3% | $147,005-59.8% | $77,671-23.9% |
| Participation rate | 97.2% | 78.4%+18.8pp | 82.2%+15.1pp | 70.6%+26.6pp |
| Annual return | 18.40% | 56.77%-38.4pp | 418.76%-400.4pp | 31.21%-12.8pp |
| Employer contribution / active EE | $4,052 | $4,065-0.3% | $4,934-17.9% | $2,726+48.6% |
| Participant deferral / active EE | $8,368 | $7,992+4.7% | $8,070+3.7% | $4,648+80.0% |
| Admin fee / account holder | $189 | $338-44.0% | $13,006-98.5% | $430-56.1% |