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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 71-0294708 | Other Fees | $26,847 |
Filed as: MAYER HOFFMAN MCCANN, P.C Service code 99 · EIN 11-1000111 | Other Fees | $21,348 |
DEFINITI LLC1 year Service code 49 · EIN 11-1000111 | Other Services | $10,816 |
Filed as: GALLAGHER BENEFIT SERVICES Service code 99 · EIN 33-3000033 | Other Fees | $5,000 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $505 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,231 | $60,607-38.6% | $189,575-80.4% | $86,821-57.1% |
| Participation rate | 39.6% | 68.9%-29.3pp | 78.4%-38.8pp | 72.3%-32.7pp |
| Annual return | 31.16% | 65.18%-34.0pp | 64.19%-33.0pp | 97.94%-66.8pp |
| Employer contribution / active EE | $1,103 | $1,626-32.1% | $4,412-75.0% | $2,406-54.1% |
| Participant deferral / active EE | $3,525 | $3,895-9.5% | $6,174-42.9% | $4,132-14.7% |
| Admin fee / account holder | $178 | $159+11.9% | $9,806-98.2% | $170+4.8% |