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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,653 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 27 · EIN 36-3258176 | Advisory (Plan) | $9,698 |
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 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,984 | $42,886+11.9% | $88,946-46.1% | $85,563-43.9% |
| Participation rate | 58.6% | 37.9%+20.7pp | 68.8%-10.3pp | 66.0%-7.4pp |
| Annual return | 13.83% | 44.56%-30.7pp | 57.82%-44.0pp | 31.51%-17.7pp |
| Employer contribution / active EE | $83 | $1,147-92.8% | $2,555-96.8% | $2,654-96.9% |
| Participant deferral / active EE | $3,202 | $2,108+51.9% | $4,581-30.1% | $4,375-26.8% |
| Admin fee / account holder | $203 | $2,263-91.0% | $8,261-97.5% | $834-75.7% |