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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $332,974 |
OSAIC WEALTH INC1 year Service code 49 · EIN 93-0987232 | Other Services | $92,299 |
MORNINGSTAR3 years 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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,070 | $122,128-72.1% | $147,117-76.8% | $200,096-83.0% |
| Participation rate | 95.7% | 78.2%+17.5pp | 82.2%+13.5pp | 72.0%+23.7pp |
| Annual return | 112.16% | 30.58%+81.6pp | 420.54%-308.4pp | 34.26%+77.9pp |
| Employer contribution / active EE | $1,693 | $4,093-58.6% | $4,932-65.7% | $3,038-44.3% |
| Participant deferral / active EE | $3,151 | $8,484-62.9% | $8,065-60.9% | $5,090-38.1% |
| Admin fee / account holder | $152 | $180-15.6% | $12,993-98.8% | $269-43.7% |