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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $236,907 |
CFO4LIFE1 year Service code 27 · EIN 81-4924115 | Advisory (Plan) | $79,803 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,437 | $73,034-57.0% | $76,872-59.1% | $80,157-60.8% |
| Participation rate | 80.1% | 78.1%+2.0pp | 69.6%+10.6pp | 72.9%+7.2pp |
| Annual return | 121.72% | 18.56%+103.2pp | 37.90%+83.8pp | 40.39%+81.3pp |
| Employer contribution / active EE | $2,772 | $2,779-0.2% | $2,533+9.4% | $2,977-6.9% |
| Participant deferral / active EE | $1,949 | $4,140-52.9% | $3,832-49.1% | $5,015-61.1% |
| Admin fee / account holder | $83 | $104-19.6% | $5,476-98.5% | $145-42.5% |