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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $114,275 |
Filed as: RP AUTOMOTIVE, INC. Service code 10 · EIN 44-1060260 | Accounting | $15,800 |
MORNINGSTAR3 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 |
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 | $52,760 | $54,193-2.6% | $93,669-43.7% | $77,714-32.1% |
| Participation rate | 94.0% | 63.9%+30.1pp | 68.7%+25.3pp | 70.6%+23.4pp |
| Annual return | 12.73% | 30.54%-17.8pp | 133.59%-120.9pp | 31.26%-18.5pp |
| Employer contribution / active EE | $0 | $1,168-100.0% | $2,424-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $5,527 | $3,144+75.8% | $4,416+25.2% | $4,649+18.9% |
| Admin fee / account holder | $253 | $576-56.0% | $8,291-96.9% | $433-41.6% |