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| Provider | Service type | Compensation |
|---|---|---|
CABLE HILL PARTNERS2 years Service code 99 | Other Fees | $50,000 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $10,440 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $10,440 |
CABLE HILL PARTNERS2 years Filed as: CABLE HILL PARTNERS, LLC Service code 99 · EIN 46-4959656 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,792 | $93,010+13.7% | $96,538+9.6% | $74,473+42.1% |
| Participation rate | 97.9% | 71.6%+26.3pp | 74.3%+23.5pp | 70.7%+27.1pp |
| Annual return | 20.58% | 37.50%-16.9pp | 35.74%-15.2pp | 34.36%-13.8pp |
| Employer contribution / active EE | $6,016 | $3,427+75.5% | $3,740+60.8% | $2,638+128.0% |
| Participant deferral / active EE | $9,581 | $3,971+141.3% | $4,880+96.3% | $4,530+111.5% |
| Admin fee / account holder | $339 | $633-46.5% | $6,737-95.0% | $347-2.3% |