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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $348,877 |
Filed as: MANSPERGER PATTERSON & M Service code 10 · EIN 86-0751928 | Accounting | $7,500 |
MORNINGSTAR2 years 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 |
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,873 | $241,850-76.1% | $102,437-43.5% | $200,096-71.1% |
| Participation rate | 88.1% | 78.3%+9.8pp | 74.5%+13.6pp | 72.0%+16.1pp |
| Annual return | 13.60% | 17.67%-4.1pp | 24.95%-11.3pp | 34.26%-20.7pp |
| Employer contribution / active EE | $2,253 | $4,253-47.0% | $3,871-41.8% | $3,038-25.8% |
| Participant deferral / active EE | $5,171 | $3,961+30.5% | $5,060+2.2% | $5,090+1.6% |
| Admin fee / account holder | $143 | $288-50.4% | $8,388-98.3% | $269-46.9% |