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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,935 |
Service code 49 · EIN 36-4212397 | Other Services | $15,647 |
ASCENSUS LLC5 years Service code 12 · EIN 11-3665754 | Participant loan processing; Claims p... | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,006 | $65,092+108.9% | $143,799-5.4% | $66,938+103.2% |
| Participation rate | 98.8% | 65.2%+33.6pp | 80.3%+18.5pp | 69.8%+29.0pp |
| Annual return | -19.45% | -11.14%-8.3pp | -0.04%-19.4pp | 1.58%-21.0pp |
| Employer contribution / active EE | $5,456 | $2,362+131.0% | $4,952+10.2% | $2,545+114.4% |
| Participant deferral / active EE | $5,928 | $2,920+103.0% | $5,638+5.1% | $4,238+39.9% |
| Admin fee / account holder | $202 | $502-59.7% | $14,677-98.6% | $594-65.9% |