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| Provider | Service type | Compensation |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS3 years Service code 49 | Other Services | $7,662 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $2,045 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,045 |
RETIREMENT BENEFIT SOLUTIONS3 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 · EIN 54-1953648 | Other Services | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,178 | $91,439+1.9% | $135,974-31.5% | $71,511+30.3% |
| Participation rate | 94.9% | 75.7%+19.3pp | 81.9%+13.0pp | 67.9%+27.0pp |
| Annual return | 20.47% | 29.90%-9.4pp | 68.30%-47.8pp | 28.86%-8.4pp |
| Employer contribution / active EE | $5,144 | $3,705+38.8% | $4,859+5.9% | $2,589+98.7% |
| Participant deferral / active EE | $7,833 | $7,093+10.4% | $7,760+0.9% | $4,291+82.6% |
| Admin fee / account holder | $213 | $1,267-83.2% | $10,767-98.0% | $1,588-86.6% |