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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $130,007 |
THREE BELL CAPITAL LLC8 years Filed as: THREE BELL CAPITAL Service code 27 · EIN 45-3567626 | Advisory (Plan) | $62,048 |
MORNINGSTAR4 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 | $246,053 | $83,002+196.4% | $98,090+150.8% | $64,097+283.9% |
| Participation rate | 92.9% | 75.0%+17.9pp | 81.5%+11.4pp | 55.2%+37.7pp |
| Annual return | 16.73% | 38.51%-21.8pp | 37.05%-20.3pp | 34.64%-17.9pp |
| Employer contribution / active EE | $6,206 | $2,749+125.7% | $3,606+72.1% | $1,891+228.1% |
| Participant deferral / active EE | $13,379 | $6,787+97.1% | $7,845+70.5% | $3,080+334.4% |
| Admin fee / account holder | $647 | $3,015-78.5% | $11,815-94.5% | $3,454-81.3% |