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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $141,689 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $6,795 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,784 | $53,199-8.3% | $155,567-68.6% | $199,768-75.6% |
| Participation rate | 56.0% | 64.1%-8.1pp | 78.2%-22.2pp | 72.0%-16.0pp |
| Annual return | 16.67% | 41.17%-24.5pp | 64.74%-48.1pp | 34.26%-17.6pp |
| Employer contribution / active EE | $1,576 | $1,852-14.9% | $4,674-66.3% | $3,037-48.1% |
| Participant deferral / active EE | $2,595 | $3,163-18.0% | $5,628-53.9% | $5,090-49.0% |
| Admin fee / account holder | $137 | $186-26.3% | $15,916-99.1% | $269-49.2% |