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| Provider | Service type | Compensation |
|---|---|---|
RUTTER WILLIAM RPOF1 year Service code 55 · EIN 36-4669425 | Other Commissions | $21,881 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,451 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,689 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,637 | $91,372-53.3% | $129,995-67.2% | $74,419-42.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 78.5%-3.5pp | 70.7%+4.2pp |
| Annual return | 12.38% | 23.21%-10.8pp | -137.18%+149.6pp | 34.38%-22.0pp |
| Employer contribution / active EE | $1,303 | $2,563-49.2% | $4,320-69.8% | $2,637-50.6% |
| Participant deferral / active EE | $2,274 | $4,721-51.8% | $5,820-60.9% | $4,528-49.8% |
| Admin fee / account holder | $22 | $283-92.2% | $10,614-99.8% | $348-93.6% |