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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $72,447 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $521,390 | $145,431+258.5% | $211,142+146.9% | $87,485+496.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 15.34% | 27.21%-11.9pp | 46.84%-31.5pp | 26.06%-10.7pp |
| Employer contribution / active EE | $7,346 | $4,662+57.6% | $6,442+14.0% | $2,596+182.9% |
| Participant deferral / active EE | $19,677 | $6,859+186.9% | $9,284+111.9% | $4,274+360.4% |
| Admin fee / account holder | $521 | $17,052-96.9% | $19,076-97.3% | $7,775-93.3% |