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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $395,037 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,444 | $89,433-70.4% | $93,759-71.8% | $89,433-70.4% |
| Participation rate | 40.8% | 71.3%-30.5pp | 81.0%-40.2pp | 71.3%-30.5pp |
| Annual return | -15.35% | -11.88%-3.5pp | -11.33%-4.0pp | -11.88%-3.5pp |
| Employer contribution / active EE | $552 | $3,021-81.7% | $4,324-87.2% | $3,021-81.7% |
| Participant deferral / active EE | $1,720 | $5,125-66.4% | $6,096-71.8% | $5,125-66.4% |
| Admin fee / account holder | $64 | $79-19.2% | $7,197-99.1% | $79-19.2% |