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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $106,253 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $53,428 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $155,041 | $102,429+51.4% | $147,096+5.4% | $80,925+91.6% |
| Participation rate | 81.7% | 75.9%+5.8pp | 82.2%-0.5pp | 67.7%+14.0pp |
| Annual return | 15.62% | 135.02%-119.4pp | 419.75%-404.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $3,641 | $3,716-2.0% | $4,936-26.2% | $2,756+32.1% |
| Participant deferral / active EE | $14,778 | $6,649+122.3% | $8,071+83.1% | $4,299+243.8% |
| Admin fee / account holder | $469 | $7,957-94.1% | $13,005-96.4% | $6,940-93.2% |