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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,722 |
MORNINGSTAR2+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $8,924 |
WINKLER, INC.2+ years Service code 99 · EIN 35-1763301 | Other Fees | $7,829 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,215 | $107,378-52.3% | $108,582-52.8% | $57,658-11.2% |
| Participation rate | 61.5% | 77.1%-15.6pp | 79.6%-18.0pp | 70.2%-8.7pp |
| Annual return | 6.15% | 12.80%-6.6pp | -51.70%+57.8pp | 5.13%+1.0pp |
| Employer contribution / active EE | $582 | $1,782-67.3% | $3,758-84.5% | $1,974-70.5% |
| Participant deferral / active EE | $1,294 | $3,221-59.8% | $4,311-70.0% | $3,061-57.7% |
| Admin fee / account holder | $18 | $108-83.1% | $7,645-99.8% | $95-80.6% |