Filed March 19, 2024 (most recent of 4 filings on file)
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 | $165,754 |
MORNINGSTAR3 years 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 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $68,353 | $99,442-31.3% | $113,397-39.7% | $71,012-3.7% |
| Participation rate | 94.6% | 78.9%+15.7pp | 76.5%+18.1pp | 58.6%+36.1pp |
| Annual return | 39.93% | 17.93%+22.0pp | 23.20%+16.7pp | 37.67%+2.3pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,977-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $3,597 | $4,915-26.8% | $5,076-29.1% | $3,246+10.8% |
| Admin fee / account holder | $185 | $535-65.4% | $11,957-98.5% | $1,167-84.1% |