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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $152,020 |
PURSHE KAPLAN STERLING INV4 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $84,069 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL,LLP Service code 10 · EIN 75-0786316 | Accounting | $13,055 |
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 |
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.
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 | $79,415 | $93,010-14.6% | $96,538-17.7% | $74,473+6.6% |
| Participation rate | 98.3% | 71.6%+26.7pp | 74.3%+23.9pp | 70.7%+27.5pp |
| Annual return | 10.87% | 37.50%-26.6pp | 35.74%-24.9pp | 34.36%-23.5pp |
| Employer contribution / active EE | $3,711 | $3,427+8.3% | $3,740-0.8% | $2,638+40.7% |
| Participant deferral / active EE | $6,546 | $3,971+64.9% | $4,880+34.1% | $4,530+44.5% |
| Admin fee / account holder | $343 | $633-45.8% | $6,737-94.9% | $347-1.1% |