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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $160,827 |
PURSHE KAPLAN STERLING INV5 years Filed as: PURSHE KAPLAN STERLING INVESTMENTS Service code 49 · EIN 13-3749682 | Other Services | $81,966 |
WEAVER AND TIDWELL, LLP4 years Service code 10 · EIN 75-0786316 | Accounting | $29,000 |
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 49 · EIN 41-1589846 | Other Services | $12,032 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,881 | $82,917+9.6% | $103,333-12.1% | $77,643+17.1% |
| Participation rate | 98.6% | 71.6%+27.0pp | 74.5%+24.0pp | 70.6%+28.0pp |
| Annual return | 13.64% | 19.13%-5.5pp | 24.88%-11.2pp | 31.24%-17.6pp |
| Employer contribution / active EE | $4,319 | $3,552+21.6% | $3,868+11.7% | $2,726+58.5% |
| Participant deferral / active EE | $7,049 | $4,108+71.6% | $5,057+39.4% | $4,647+51.7% |
| Admin fee / account holder | $360 | $638-43.6% | $8,355-95.7% | $430-16.4% |