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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $129,756 |
Service code 27 · EIN 82-0759826 | Advisory (Plan) | $24,681 |
MORNINGSTAR1 year 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 | $37,253 | $45,000-17.2% | $143,788-74.1% | $77,906-52.2% |
| Participation rate | 52.2% | 66.8%-14.6pp | 80.3%-28.1pp | 73.7%-21.5pp |
| Annual return | -15.63% | 29.03%-44.7pp | -0.03%-15.6pp | 12.16%-27.8pp |
| Employer contribution / active EE | $1,080 | $1,870-42.2% | $4,952-78.2% | $2,846-62.1% |
| Participant deferral / active EE | $2,175 | $3,157-31.1% | $5,638-61.4% | $4,805-54.7% |
| Admin fee / account holder | $142 | $98+44.4% | $14,675-99.0% | $133+7.2% |