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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $287,686 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE ADVISORS, LLC. Service code 27 · EIN 13-4071393 | Advisory (Plan) | $100,411 |
UHY LLP5 years Service code 10 · EIN 20-0694403 | Accounting | $32,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,623 | $130,052-58.8% | $86,698-38.1% | $77,906-31.2% |
| Participation rate | 67.8% | 85.9%-18.1pp | 76.6%-8.8pp | 73.7%-5.9pp |
| Annual return | -18.88% | -12.73%-6.2pp | 35.95%-54.8pp | 12.16%-31.0pp |
| Employer contribution / active EE | $1,481 | $3,214-53.9% | $2,837-47.8% | $2,846-48.0% |
| Participant deferral / active EE | $2,552 | $5,741-55.5% | $4,656-45.2% | $4,805-46.9% |
| Admin fee / account holder | $172 | $132+30.3% | $7,493-97.7% | $133+29.6% |