Filed June 26, 2024
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $28,234 |
MORNINGSTAR1 year 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,915 | $50,919-57.0% | $155,556-85.9% | $77,762-71.8% |
| Participation rate | 88.5% | 63.1%+25.4pp | 78.2%+10.2pp | 70.6%+17.9pp |
| Annual return | 28.37% | 34.84%-6.5pp | 64.84%-36.5pp | 31.27%-2.9pp |
| Employer contribution / active EE | $542 | $1,991-72.8% | $4,675-88.4% | $2,728-80.1% |
| Participant deferral / active EE | $1,233 | $2,824-56.4% | $5,631-78.1% | $4,651-73.5% |
| Admin fee / account holder | $78 | $437-82.1% | $15,885-99.5% | $433-82.0% |