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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 | $43,730-55.8% | $66,674-71.0% | $64,097-69.8% |
| Participation rate | 88.5% | 50.7%+37.7pp | 73.7%+14.8pp | 55.2%+33.3pp |
| Annual return | 32.45% | 53.62%-21.2pp | 321.24%-288.8pp | 34.64%-2.2pp |
| Employer contribution / active EE | $1,224 | $1,673-26.8% | $2,620-53.3% | $1,891-35.3% |
| Participant deferral / active EE | $2,105 | $2,122-0.8% | $4,084-48.5% | $3,080-31.7% |
| Admin fee / account holder | $131 | $2,708-95.2% | $5,098-97.4% | $3,454-96.2% |