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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIRST HEARTLAND CONSULTANTS INC. Service code 99 · EIN 43-1635589 | Other Fees | $32,149 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,831 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $4,500 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANGEMENT LL Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,834 | $71,666+5.8% | $117,857-35.7% | $69,631+8.9% |
| Participation rate | 68.2% | 77.5%-9.3pp | 79.7%-11.4pp | 70.7%-2.5pp |
| Annual return | 15.89% | 18.86%-3.0pp | 335.09%-319.2pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $477 | $1,889-74.8% | $3,786-87.4% | $2,032-76.5% |
| Participant deferral / active EE | $3,192 | $3,340-4.4% | $4,482-28.8% | $3,224-1.0% |
| Admin fee / account holder | $28 | $120-76.4% | $8,020-99.6% | $110-74.3% |