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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $214,660 |
PFS INVESTMENTS6 years Filed as: PFS INVESTMENTS INC. Service code 49 · EIN 58-1436188 | Other Services | $36,356 |
MORNINGSTAR2 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 |
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.
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 | $38,782 | $47,135-17.7% | $149,717-74.1% | $74,440-47.9% |
| Participation rate | 94.4% | 63.4%+31.0pp | 78.8%+15.6pp | 70.7%+23.6pp |
| Annual return | 12.85% | 22.75%-9.9pp | 134.41%-121.6pp | 34.37%-21.5pp |
| Employer contribution / active EE | $1,036 | $1,906-45.7% | $4,820-78.5% | $2,638-60.7% |
| Participant deferral / active EE | $3,308 | $2,728+21.2% | $5,682-41.8% | $4,529-27.0% |
| Admin fee / account holder | $308 | $343-10.3% | $13,213-97.7% | $348-11.6% |