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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $221,012 |
Service code 14 · EIN 84-0456274 | Plan Administrator | $59,705 |
Filed as: INNOVEST PORTFOLIO Service code 27 · EIN 84-1612955 | Advisory (Plan) | $34,157 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $26,032 |
SPENCER FANE LLP7 years Service code 29 · EIN 44-0561981 | Legal | $7,162 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,810 | $76,774-66.4% | $112,249-77.0% | $77,906-66.9% |
| Participation rate | 84.0% | 80.2%+3.8pp | 75.1%+8.9pp | 73.7%+10.3pp |
| Annual return | -14.88% | -10.25%-4.6pp | 27.48%-42.4pp | 12.16%-27.0pp |
| Employer contribution / active EE | $438 | $3,977-89.0% | $3,636-87.9% | $2,846-84.6% |
| Participant deferral / active EE | $1,676 | $3,778-55.6% | $4,729-64.6% | $4,805-65.1% |
| Admin fee / account holder | $188 | $239-21.2% | $6,412-97.1% | $133+42.0% |