Filed August 28, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $218,031 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,103 | $2,687,218-95.7% | $165,071-29.7% | $199,960-41.9% |
| Participation rate | 65.4% | 78.3%-12.9pp | 78.6%-13.3pp | 72.0%-6.6pp |
| Annual return | 45.27% | 17.94%+27.3pp | 70.17%-24.9pp | 34.28%+11.0pp |
| Employer contribution / active EE | $4,230 | $2,958+43.0% | $4,347-2.7% | $3,036+39.4% |
| Participant deferral / active EE | $2,879 | $5,002-42.4% | $6,035-52.3% | $5,087-43.4% |
| Admin fee / account holder | $130 | $1,988-93.5% | $12,695-99.0% | $269-51.7% |