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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $141,027 |
THREE BELL CAPITAL LLC7 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $66,589 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,528 | $79,089+156.1% | $100,392+101.7% | $74,459+172.0% |
| Participation rate | 92.7% | 79.4%+13.3pp | 81.5%+11.2pp | 67.2%+25.5pp |
| Annual return | 18.87% | 20.61%-1.7pp | 49.45%-30.6pp | 1369.70%-1350.8pp |
| Employer contribution / active EE | $6,129 | $3,015+103.3% | $3,941+55.5% | $2,626+133.4% |
| Participant deferral / active EE | $13,108 | $7,747+69.2% | $8,090+62.0% | $4,350+201.4% |
| Admin fee / account holder | $672 | $1,336-49.7% | $7,904-91.5% | $1,945-65.5% |