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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,303 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH INC Service code 49 · EIN 42-1445429 | Other Services | $6,711 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,114 | $185,312-53.5% | $161,489-46.7% | $154,746-44.4% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 5.22% | 103.84%-98.6pp | 89.72%-84.5pp | 172.34%-167.1pp |
| Employer contribution / active EE | $16,240 | $4,769+240.5% | $4,268+280.5% | $4,379+270.9% |
| Participant deferral / active EE | $29,551 | $6,350+365.4% | $5,630+424.9% | $6,730+339.1% |
| Admin fee / account holder | $270 | $18,654-98.6% | $16,006-98.3% | $14,365-98.1% |