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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $106,458 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $52,323 |
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 | $164,980 | $154,228+7.0% | $145,433+13.4% | $137,256+20.2% |
| Participation rate | 72.2% | 83.8%-11.6pp | 82.1%-9.9pp | 80.0%-7.7pp |
| Annual return | 12.74% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $5,448 | $4,804+13.4% | $4,554+19.6% | $4,156+31.1% |
| Participant deferral / active EE | $15,038 | $8,216+83.0% | $7,897+90.4% | $6,407+134.7% |
| Admin fee / account holder | $538 | $14,344-96.2% | $13,129-95.9% | $12,270-95.6% |