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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,295 |
MORNINGSTAR1 year 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 | $19,327 | $47,105-59.0% | $68,368-71.7% | $67,986-71.6% |
| Participation rate | 88.5% | 51.8%+36.7pp | 73.8%+14.7pp | 57.2%+31.3pp |
| Annual return | 32.45% | 48.37%-15.9pp | 292.57%-260.1pp | 31.67%+0.8pp |
| Employer contribution / active EE | $1,224 | $1,859-34.1% | $2,649-53.8% | $2,019-39.4% |
| Participant deferral / active EE | $2,105 | $2,374-11.3% | $4,123-48.9% | $3,358-37.3% |
| Admin fee / account holder | $131 | $2,435-94.6% | $5,150-97.5% | $3,203-95.9% |