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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,745 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $57,707 |
RETIREMENT BENEFIT SOLUTIONS5 years Service code 49 · EIN 54-1953648 | Other Services | $9,742 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,397 | $72,071+60.1% | $68,368+68.8% | $137,256-15.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.98% | 353.14%-334.2pp | 292.57%-273.6pp | 220.34%-201.4pp |
| Employer contribution / active EE | $160,281 | $2,788+5649.1% | $2,649+5950.8% | $4,156+3756.6% |
| Participant deferral / active EE | $159,878 | $4,410+3525.4% | $4,123+3778.0% | $6,407+2395.4% |
| Admin fee / account holder | $490 | $5,336-90.8% | $5,150-90.5% | $12,270-96.0% |