Filed December 16, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $106,624 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $30,349 |
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 · EIN 99-2539506 | Advisory (Plan) | $22,938 |
EMPLOYEE BENEFITS GROUP, LLC4 years Service code 49 · EIN 73-1554797 | Other Services | $11,588 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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 | $55,629 | $89,465-37.8% | $165,100-66.3% | $77,762-28.5% |
| Participation rate | 86.9% | 78.6%+8.3pp | 78.6%+8.3pp | 70.6%+16.3pp |
| Annual return | 12.11% | 28.86%-16.8pp | 70.21%-58.1pp | 31.27%-19.2pp |
| Employer contribution / active EE | $1,377 | $2,565-46.3% | $4,348-68.3% | $2,728-49.5% |
| Participant deferral / active EE | $3,723 | $4,904-24.1% | $6,035-38.3% | $4,651-19.9% |
| Admin fee / account holder | $237 | $340-30.1% | $12,696-98.1% | $433-45.2% |