Filed January 3, 2023 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $243,910 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,897 | $45,000-15.8% | $143,801-73.6% | $77,906-51.4% |
| Participation rate | 94.0% | 66.8%+27.2pp | 80.3%+13.7pp | 73.7%+20.3pp |
| Annual return | -16.28% | 29.03%-45.3pp | -0.04%-16.2pp | 12.16%-28.4pp |
| Employer contribution / active EE | $3,644 | $1,870+94.9% | $4,952-26.4% | $2,846+28.0% |
| Participant deferral / active EE | $4,198 | $3,157+33.0% | $5,639-25.6% | $4,805-12.6% |
| Admin fee / account holder | $94 | $98-4.2% | $14,680-99.4% | $133-28.9% |