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| Provider | Service type | Compensation |
|---|---|---|
CFO4LIFE1 year Service code 27 · EIN 81-4924115 | Advisory (Plan) | $151,158 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,658 |
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 | $132,053 | $73,034+80.8% | $76,891+71.7% | $80,187+64.7% |
| Participation rate | 76.3% | 78.1%-1.8pp | 69.6%+6.7pp | 72.9%+3.4pp |
| Annual return | 52.23% | 18.56%+33.7pp | 37.91%+14.3pp | 40.40%+11.8pp |
| Employer contribution / active EE | $9,304 | $2,779+234.8% | $2,534+267.2% | $2,980+212.2% |
| Participant deferral / active EE | $5,330 | $4,140+28.7% | $3,833+39.1% | $5,016+6.3% |
| Admin fee / account holder | $155 | $104+49.7% | $5,488-97.2% | $145+7.0% |