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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,623 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,325 | $122,063-14.5% | $184,256-43.4% | $74,478+40.1% |
| Participation rate | 94.8% | 85.5%+9.3pp | 86.8%+8.0pp | 67.2%+27.6pp |
| Annual return | 11.16% | 19.92%-8.8pp | 28.85%-17.7pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $2,152 | $4,539-52.6% | $6,427-66.5% | $2,626-18.1% |
| Participant deferral / active EE | $4,782 | $7,144-33.1% | $9,133-47.6% | $4,350+9.9% |
| Admin fee / account holder | $352 | $1,253-71.9% | $13,899-97.5% | $1,946-81.9% |