Filed November 20, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $57,839 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $31,961 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $61,693 | $101,653-39.3% | $147,080-58.1% | $74,459-17.1% |
| Participation rate | 90.8% | 75.6%+15.3pp | 82.2%+8.6pp | 67.2%+23.6pp |
| Annual return | 15.72% | 8754.98%-8739.3pp | 420.17%-404.4pp | 1369.70%-1354.0pp |
| Employer contribution / active EE | $3,368 | $3,813-11.7% | $4,933-31.7% | $2,626+28.3% |
| Participant deferral / active EE | $7,688 | $7,304+5.3% | $8,066-4.7% | $4,350+76.8% |
| Admin fee / account holder | $233 | $1,752-86.7% | $12,989-98.2% | $1,945-88.0% |