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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,671 |
Filed as: LINCOLN FINANCIAL ADVS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $8,514 |
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 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,053 | $65,453-58.7% | $86,698-68.8% | $66,938-59.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -6.87% | -10.89%+4.0pp | 35.95%-42.8pp | 1.58%-8.4pp |
| Employer contribution / active EE | $1,607 | $2,154-25.4% | $2,837-43.4% | $2,545-36.9% |
| Participant deferral / active EE | $3,032 | $4,102-26.1% | $4,656-34.9% | $4,238-28.5% |
| Admin fee / account holder | $161 | $642-74.9% | $7,493-97.8% | $594-72.9% |