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| Provider | Service type | Compensation |
|---|---|---|
TIM KELLY5 years Filed as: TIM KERTZ, JOE HARTMAN, ELGIN REES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $81,723 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,665 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $79,532 | $65,191+22.0% | $90,312-11.9% | $65,191+22.0% |
| Participation rate | 99.6% | 63.0%+36.6pp | 72.9%+26.7pp | 63.0%+36.6pp |
| Annual return | 3.85% | 51.24%-47.4pp | 18.90%-15.0pp | 51.24%-47.4pp |
| Employer contribution / active EE | $4,401 | $2,400+83.4% | $2,243+96.2% | $2,400+83.4% |
| Participant deferral / active EE | $2,008 | $2,671-24.8% | $3,749-46.4% | $2,671-24.8% |
| Admin fee / account holder | $236 | $907-74.0% | $8,248-97.1% | $907-74.0% |