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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $121,827 |
Filed as: MARTIN JR, MICHAEL V. Service code 49 80 W SIERRA MADRE BLVD STE 404 · SIERRA MADRE, CA 910242434 | Other Services | $16,707 |
WINDES, INC.3 years Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $13,000 |
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 |
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 | $54,520 | $65,908-17.3% | $81,812-33.4% | $77,643-29.8% |
| Participation rate | 92.4% | 65.8%+26.6pp | 72.3%+20.1pp | 70.6%+21.9pp |
| Annual return | 10.26% | 26.64%-16.4pp | 773.79%-763.5pp | 31.24%-21.0pp |
| Employer contribution / active EE | $3,719 | $2,370+56.9% | $2,912+27.7% | $2,726+36.4% |
| Participant deferral / active EE | $2,924 | $3,505-16.6% | $4,319-32.3% | $4,647-37.1% |
| Admin fee / account holder | $377 | $526-28.4% | $7,386-94.9% | $430-12.5% |