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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,190 |
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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,023 | $95,417-0.4% | $135,974-30.1% | $74,460+27.6% |
| Participation rate | 92.9% | 78.2%+14.6pp | 81.9%+10.9pp | 70.7%+22.1pp |
| Annual return | 19.33% | 32.76%-13.4pp | 68.30%-49.0pp | 34.38%-15.0pp |
| Employer contribution / active EE | $0 | $3,878-100.0% | $4,859-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $10,870 | $7,789+39.6% | $7,760+40.1% | $4,530+140.0% |
| Admin fee / account holder | $141 | $266-47.2% | $10,767-98.7% | $348-59.6% |