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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $185,276 |
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 49 · EIN 41-1589846 | Other Services | $110,465 |
WEAVER AND TIDWELL, LLP5 years Service code 10 · EIN 75-0786316 | Accounting | $15,225 |
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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $88,560 | $92,224-4.0% | $105,223-15.8% | $79,634+11.2% |
| Participation rate | 97.9% | 69.2%+28.8pp | 75.0%+22.9pp | 62.5%+35.4pp |
| Annual return | 11.58% | 88.65%-77.1pp | 180.65%-169.1pp | 36.46%-24.9pp |
| Employer contribution / active EE | $4,245 | $3,965+7.1% | $3,689+15.1% | $2,529+67.9% |
| Participant deferral / active EE | $6,964 | $3,834+81.6% | $5,072+37.3% | $3,835+81.6% |
| Admin fee / account holder | $359 | $1,121-67.9% | $8,859-95.9% | $1,002-64.1% |