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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $41,066 |
VERISIGHT, INC.2 years Service code 99 · EIN 41-1944416 | Other Fees | $17,765 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $14,527 |
COOPER SAVAS LLC1 year Filed as: COOPER SAVAS Service code 10 · EIN 27-5169784 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,616 | $185,342-80.2% | $111,297-67.1% | $86,799-57.8% |
| Participation rate | 27.4% | 81.0%-53.5pp | 77.3%-49.9pp | 72.3%-44.8pp |
| Annual return | 10.85% | 500.80%-489.9pp | 54.65%-43.8pp | 97.91%-87.1pp |
| Employer contribution / active EE | $0 | $2,246-100.0% | $2,731-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $893 | $4,458-80.0% | $4,487-80.1% | $4,131-78.4% |
| Admin fee / account holder | $392 | $255+53.4% | $7,964-95.1% | $170+131.1% |