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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,361 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,102 | $82,163+153.3% | $125,363+66.0% | $64,814+221.1% |
| Participation rate | 66.9% | 77.9%-11.0pp | 82.4%-15.5pp | 71.5%-4.6pp |
| Annual return | -9.27% | 3.49%-12.8pp | 572.15%-581.4pp | 32.84%-42.1pp |
| Employer contribution / active EE | $4,764 | $3,616+31.7% | $4,815-1.1% | $2,507+90.0% |
| Participant deferral / active EE | $8,234 | $7,175+14.8% | $7,447+10.6% | $4,310+91.0% |
| Admin fee / account holder | $144 | $163-11.6% | $10,005-98.6% | $188-23.2% |