Filed December 12, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $80,993 |
Filed as: MML INVESTORS SERVICES LLC Service code 49 · EIN 04-2746212 | Other Services | $28,909 |
UNITED BENEFIT PENSIONS INC.4 years Service code 13 · EIN 36-4517541 | Contract Administrator | $17,355 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ASSOCIATES LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,751 | $66,009-3.4% | $81,780-22.0% | $77,692-17.9% |
| Participation rate | 69.5% | 65.8%+3.6pp | 72.4%-2.9pp | 70.6%-1.1pp |
| Annual return | 14.20% | 26.66%-12.5pp | 776.27%-762.1pp | 31.25%-17.1pp |
| Employer contribution / active EE | $3,819 | $2,374+60.9% | $2,914+31.1% | $2,726+40.1% |
| Participant deferral / active EE | $7,384 | $3,510+110.4% | $4,321+70.9% | $4,648+58.9% |
| Admin fee / account holder | $243 | $527-53.9% | $7,384-96.7% | $431-43.6% |