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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,196 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,876 | $62,686-79.5% | $178,505-92.8% | $77,762-83.4% |
| Participation rate | 67.0% | 66.9%+0.1pp | 77.1%-10.1pp | 70.6%-3.6pp |
| Annual return | 0.00% | 16.16%-16.2pp | 27.16%-27.2pp | 31.27%-31.3pp |
| Employer contribution / active EE | $541 | $1,914-71.7% | $3,955-86.3% | $2,728-80.2% |
| Participant deferral / active EE | $3,146 | $4,224-25.5% | $6,280-49.9% | $4,651-32.4% |
| Admin fee / account holder | $80 | $386-79.3% | $10,428-99.2% | $433-81.5% |