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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $95,635 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $62,373 |
MORNINGSTAR2 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 |
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.
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 | $127,899 | $75,058+70.4% | $152,301-16.0% | $64,340+98.8% |
| Participation rate | 88.6% | 60.9%+27.7pp | 82.4%+6.1pp | 55.2%+33.3pp |
| Annual return | 11.54% | 29.93%-18.4pp | 80.50%-69.0pp | 24.14%-12.6pp |
| Employer contribution / active EE | $1,718 | $2,605-34.1% | $4,624-62.9% | $1,862-7.7% |
| Participant deferral / active EE | $6,694 | $5,041+32.8% | $8,004-16.4% | $2,980+124.6% |
| Admin fee / account holder | $548 | $4,050-86.5% | $14,398-96.2% | $3,703-85.2% |