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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,343 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $39,878 |
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.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,942 | $106,264-32.3% | $147,117-51.1% | $77,762-7.5% |
| Participation rate | 68.2% | 78.4%-10.2pp | 82.2%-14.0pp | 70.6%-2.4pp |
| Annual return | 11.90% | 56.94%-45.0pp | 420.54%-408.6pp | 31.27%-19.4pp |
| Employer contribution / active EE | $2,554 | $4,074-37.3% | $4,932-48.2% | $2,728-6.4% |
| Participant deferral / active EE | $5,555 | $8,003-30.6% | $8,065-31.1% | $4,651+19.4% |
| Admin fee / account holder | $363 | $334+8.6% | $12,993-97.2% | $433-16.1% |