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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 | $77,358+14.3% | $102,184-13.4% | $87,485+1.1% |
| Participation rate | 95.2% | 78.7%+16.6pp | 82.6%+12.6pp | 68.9%+26.3pp |
| Annual return | 16.71% | 41.11%-24.4pp | 31.58%-14.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $5,257 | $2,562+105.2% | $3,594+46.3% | $2,596+102.5% |
| Participant deferral / active EE | $21,815 | $6,753+223.1% | $8,309+162.5% | $4,274+410.5% |
| Admin fee / account holder | $448 | $6,809-93.4% | $11,609-96.1% | $7,775-94.2% |