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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 | $146,267+256.5% | $197,124+164.5% | $82,448+532.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.34% | 29.61%-14.3pp | 44.34%-29.0pp | 41.64%-26.3pp |
| Employer contribution / active EE | $7,346 | $4,723+55.5% | $6,227+18.0% | $2,551+188.0% |
| Participant deferral / active EE | $19,677 | $7,035+179.7% | $9,135+115.4% | $4,139+375.4% |
| Admin fee / account holder | $521 | $14,422-96.4% | $16,298-96.8% | $7,234-92.8% |