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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,412 |
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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,947 | $122,051-54.2% | $184,185-69.6% | $74,400-24.8% |
| Participation rate | 90.3% | 85.5%+4.8pp | 86.8%+3.4pp | 67.2%+23.1pp |
| Annual return | 28.85% | 19.91%+8.9pp | 28.81%0pp | 1367.51%-1338.7pp |
| Employer contribution / active EE | $1,979 | $4,539-56.4% | $6,426-69.2% | $2,624-24.6% |
| Participant deferral / active EE | $3,680 | $7,146-48.5% | $9,132-59.7% | $4,348-15.4% |
| Admin fee / account holder | $115 | $1,258-90.9% | $13,909-99.2% | $1,944-94.1% |