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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $6,007 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $4,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,028 | $50,815-56.7% | $155,509-85.8% | $77,643-71.6% |
| Participation rate | 52.8% | 63.1%-10.3pp | 78.2%-25.4pp | 70.6%-17.8pp |
| Annual return | 10.56% | 34.80%-24.2pp | 64.67%-54.1pp | 31.24%-20.7pp |
| Employer contribution / active EE | $868 | $1,993-56.4% | $4,672-81.4% | $2,726-68.1% |
| Participant deferral / active EE | $1,417 | $2,822-49.8% | $5,626-74.8% | $4,647-69.5% |
| Admin fee / account holder | $35 | $437-92.0% | $15,912-99.8% | $430-91.8% |