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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $132,439 |
Filed as: MARTIN JR, MICHAEL V. Service code 49 80 W SIERRA MADRE BLVD STE 404 · SIERRA MADRE, CA 910242434 | Other Services | $19,129 |
WINDES, INC.4 years Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $14,500 |
MORNINGSTAR2 years 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 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,276 | $47,553+24.7% | $136,867-56.7% | $69,733-15.0% |
| Participation rate | 96.3% | 61.4%+35.0pp | 74.5%+21.8pp | 62.5%+33.9pp |
| Annual return | 7.75% | -91.50%+99.2pp | 42.97%-35.2pp | 15.22%-7.5pp |
| Employer contribution / active EE | $6,996 | $2,087+235.2% | $3,547+97.2% | $2,250+210.9% |
| Participant deferral / active EE | $3,366 | $2,300+46.4% | $4,924-31.6% | $3,054+10.2% |
| Admin fee / account holder | $430 | $3,496-87.7% | $10,340-95.8% | $3,102-86.1% |