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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,385 |
S B H U LIFE AGENCY INC2 years Service code 49 · EIN 13-2896238 | Other Services | $11,390 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $6,411 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY INSURANCE SERVICES Service code 49 · EIN 51-0116113 | Other Services | $0 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,433 | $52,507-53.5% | $129,406-81.1% | $74,478-67.2% |
| Participation rate | 95.2% | 53.9%+41.3pp | 69.6%+25.5pp | 67.2%+28.0pp |
| Annual return | 12.95% | 15.64%-2.7pp | 9468.18%-9455.2pp | 1370.56%-1357.6pp |
| Employer contribution / active EE | $1,703 | $1,534+11.0% | $4,155-59.0% | $2,626-35.2% |
| Participant deferral / active EE | $2,643 | $2,801-5.6% | $4,167-36.6% | $4,350-39.2% |
| Admin fee / account holder | $160 | $2,639-93.9% | $7,689-97.9% | $1,946-91.8% |