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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $43,155 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,086 |
Service code 13 · EIN 20-4780677 | Contract Administrator | $9,398 |
MORNINGSTAR1 year 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 | $88,443 | $78,197+13.1% | $98,090-9.8% | $82,637+7.0% |
| Participation rate | 95.2% | 77.5%+17.8pp | 81.5%+13.7pp | 68.1%+27.2pp |
| Annual return | 16.71% | 40.25%-23.5pp | 37.05%-20.3pp | 53.51%-36.8pp |
| Employer contribution / active EE | $5,257 | $2,605+101.8% | $3,606+45.8% | $2,552+106.0% |
| Participant deferral / active EE | $21,815 | $6,636+228.7% | $7,845+178.1% | $4,126+428.7% |
| Admin fee / account holder | $448 | $14,832-97.0% | $11,815-96.2% | $7,339-93.9% |