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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $149,062 |
PFS INVESTMENTS7 years Filed as: PFS INVESTMENTS INC. Service code 49 · EIN 58-1436188 | Other Services | $43,645 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $43,324 | $50,860-14.8% | $155,574-72.2% | $77,714-44.3% |
| Participation rate | 95.4% | 63.1%+32.3pp | 78.2%+17.2pp | 70.6%+24.8pp |
| Annual return | 11.86% | 34.86%-23.0pp | 64.87%-53.0pp | 31.26%-19.4pp |
| Employer contribution / active EE | $1,681 | $1,991-15.6% | $4,676-64.1% | $2,727-38.4% |
| Participant deferral / active EE | $3,609 | $2,825+27.7% | $5,629-35.9% | $4,649-22.4% |
| Admin fee / account holder | $211 | $436-51.7% | $15,914-98.7% | $433-51.3% |