Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,818 |
Service code 17 · EIN 13-5674085 | Pension Consulting | $20,527 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,212 | $128,603-29.1% | $197,124-53.7% | $67,986+34.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 86.7%+2.2pp | 57.2%+31.7pp |
| Annual return | 12.33% | 23.77%-11.4pp | 44.34%-32.0pp | 31.67%-19.3pp |
| Employer contribution / active EE | $1,259 | $4,379-71.3% | $6,227-79.8% | $2,019-37.6% |
| Participant deferral / active EE | $4,263 | $6,840-37.7% | $9,135-53.3% | $3,358+26.9% |
| Admin fee / account holder | $372 | $3,035-87.7% | $16,298-97.7% | $3,203-88.4% |