Filed December 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,346 |
MAULDIN & JENKINS1 year Filed as: MAULDIN & JENKINS, CPAS & ADVISORS Service code 10 · EIN 58-0692043 | Accounting | $10,400 |
MORNINGSTAR3 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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,833 | $290,732-56.0% | $200,582-36.3% | - |
| Participation rate | 92.9% | 83.9%+9.0pp | 86.9%+6.0pp | - |
| Annual return | 13.78% | 14.10%-0.3pp | 42.33%-28.6pp | - |
| Employer contribution / active EE | $3,916 | $5,017-22.0% | $6,419-39.0% | - |
| Participant deferral / active EE | $4,272 | $8,241-48.2% | $9,331-54.2% | - |
| Admin fee / account holder | $564 | $8,656-93.5% | $16,305-96.5% | - |