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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,286 |
Service code 49 · EIN 41-0973005 | Other Services | $16,814 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $10,891 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMANT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,029 | $78,976+12.7% | $100,383-11.3% | $74,546+19.4% |
| Participation rate | 95.6% | 79.5%+16.1pp | 81.5%+14.1pp | 67.2%+28.4pp |
| Annual return | 15.29% | 20.62%-5.3pp | 49.26%-34.0pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $2,227 | $3,019-26.2% | $3,944-43.5% | $2,624-15.1% |
| Participant deferral / active EE | $8,777 | $7,758+13.1% | $8,086+8.5% | $4,347+101.9% |
| Admin fee / account holder | $385 | $1,330-71.0% | $7,900-95.1% | $1,944-80.2% |