Filed November 15, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $212,710 |
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 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,274 | $56,102+158.9% | $101,794+42.7% | $102,872+41.2% |
| Participation rate | 98.1% | 70.4%+27.8pp | 69.2%+28.9pp | 73.0%+25.1pp |
| Annual return | 15.66% | 14.06%+1.6pp | 30.53%-14.9pp | 19.06%-3.4pp |
| Employer contribution / active EE | $2,386 | $1,380+72.9% | $2,289+4.2% | $3,526-32.3% |
| Participant deferral / active EE | $7,728 | $2,801+175.9% | $4,084+89.2% | $5,535+39.6% |
| Admin fee / account holder | $169 | $262-35.5% | $8,777-98.1% | $292-42.1% |