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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $47,417 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $13,654 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,863 | $81,948-63.6% | $90,760-67.1% | $64,819-53.9% |
| Participation rate | 94.1% | 80.5%+13.6pp | 75.7%+18.4pp | 71.5%+22.6pp |
| Annual return | -15.34% | -12.53%-2.8pp | -12.16%-3.2pp | 32.84%-48.2pp |
| Employer contribution / active EE | $2,538 | $3,067-17.3% | $2,922-13.1% | $2,507+1.2% |
| Participant deferral / active EE | $4,383 | $4,844-9.5% | $4,565-4.0% | $4,311+1.7% |
| Admin fee / account holder | $94 | $157-40.5% | $8,444-98.9% | $188-50.2% |