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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $307,133 |
Filed as: JOHN HANCOCK Service code 13 · EIN 01-0233346 | Contract Administrator | $28,053 |
Service code 49 · EIN 41-0973005 | Other Services | $21,314 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $1,683 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 · EIN 51-6041053 | Other Services | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVIORS LLC Service code 27 | 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,256 | $130,224-51.4% | $197,124-67.9% | $79,634-20.6% |
| Participation rate | 99.1% | 87.8%+11.2pp | 86.7%+12.3pp | 62.5%+36.6pp |
| Annual return | 12.97% | 23.65%-10.7pp | 44.34%-31.4pp | 36.46%-23.5pp |
| Employer contribution / active EE | $3,608 | $4,314-16.4% | $6,227-42.1% | $2,529+42.7% |
| Participant deferral / active EE | $6,186 | $7,378-16.1% | $9,135-32.3% | $3,835+61.3% |
| Admin fee / account holder | $563 | $254+121.2% | $16,298-96.5% | $1,002-43.8% |