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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $65,330 |
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 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,409 | $106,264-10.2% | $147,117-35.1% | $77,762+22.7% |
| Participation rate | 95.6% | 78.4%+17.2pp | 82.2%+13.5pp | 70.6%+25.0pp |
| Annual return | 13.50% | 56.94%-43.4pp | 420.54%-407.0pp | 31.27%-17.8pp |
| Employer contribution / active EE | $7 | $4,074-99.8% | $4,932-99.9% | $2,728-99.8% |
| Participant deferral / active EE | $11,514 | $8,003+43.9% | $8,065+42.8% | $4,651+147.6% |
| Admin fee / account holder | $158 | $334-52.7% | $12,993-98.8% | $433-63.5% |