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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,276 | $56,317+5.3% | $71,209-16.8% | $74,304-20.2% |
| Participation rate | 96.3% | 55.1%+41.2pp | 73.8%+22.6pp | 60.3%+36.0pp |
| Annual return | 7.75% | 42.83%-35.1pp | 282.51%-274.8pp | 29.43%-21.7pp |
| Employer contribution / active EE | $6,996 | $2,160+223.9% | $2,721+157.1% | $2,241+212.1% |
| Participant deferral / active EE | $3,366 | $2,788+20.8% | $4,175-19.4% | $3,767-10.6% |
| Admin fee / account holder | $430 | $2,290-81.2% | $5,349-92.0% | $2,969-85.5% |