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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,246 |
REHMANN ROBSON6 years Filed as: REHMANN FINANCIAL GROUP LLC Service code 27 · EIN 38-3567911 | Advisory (Plan) | $17,720 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,647 | $86,922-49.8% | $102,438-57.4% | $80,874-46.0% |
| Participation rate | 97.4% | 72.4%+25.0pp | 76.5%+20.9pp | 67.6%+29.7pp |
| Annual return | 10.59% | 18.90%-8.3pp | 29.37%-18.8pp | 35.62%-25.0pp |
| Employer contribution / active EE | $2,332 | $2,369-1.6% | $3,024-22.9% | $2,756-15.4% |
| Participant deferral / active EE | $4,084 | $4,119-0.8% | $5,054-19.2% | $4,297-5.0% |
| Admin fee / account holder | $350 | $8,050-95.6% | $9,448-96.3% | $6,935-94.9% |