Filed January 3, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $279,825 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
MORNINGSTAR3 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 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $47,611 | $50,150-5.1% | $149,723-68.2% | $80,169-40.6% |
| Participation rate | 94.2% | 64.3%+29.9pp | 78.8%+15.5pp | 72.9%+21.3pp |
| Annual return | 19.46% | 29.80%-10.3pp | 134.50%-115.0pp | 40.39%-20.9pp |
| Employer contribution / active EE | $2,779 | $1,868+48.7% | $4,821-42.4% | $2,978-6.7% |
| Participant deferral / active EE | $4,663 | $3,195+45.9% | $5,682-17.9% | $5,016-7.1% |
| Admin fee / account holder | $115 | $153-24.6% | $13,215-99.1% | $145-20.6% |