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| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Filed as: MORNINGSTAR, INC. Service code 17 · EIN 36-3297908 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Pension Consulting | $25,888 |
DECIMAL, INC.2 years Service code 14 · EIN 75-3182674 44 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Plan Administrator | $10,779 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,254 | $102,385+20.4% | $147,080-16.2% | $80,935+52.3% |
| Participation rate | 98.6% | 75.9%+22.8pp | 82.2%+16.5pp | 67.7%+31.0pp |
| Annual return | 9.44% | 135.09%-125.7pp | 420.17%-410.7pp | 35.66%-26.2pp |
| Employer contribution / active EE | $7,117 | $3,717+91.5% | $4,933+44.3% | $2,757+158.2% |
| Participant deferral / active EE | $13,380 | $6,651+101.2% | $8,066+65.9% | $4,299+211.2% |
| Admin fee / account holder | $374 | $7,951-95.3% | $12,989-97.1% | $6,924-94.6% |