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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,661 |
DA DAVIDSON & CO2 years Filed as: D A DAVIDSON & CO INC Service code 27 · EIN 81-0139474 | Advisory (Plan) | $24,447 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,048 | $78,529-38.8% | $105,591-54.5% | $74,400-35.4% |
| Participation rate | 87.8% | 72.8%+15.0pp | 75.3%+12.5pp | 67.2%+20.6pp |
| Annual return | 10.60% | 15.94%-5.3pp | 116.43%-105.8pp | 1367.51%-1356.9pp |
| Employer contribution / active EE | $584 | $2,522-76.9% | $3,166-81.6% | $2,624-77.8% |
| Participant deferral / active EE | $2,998 | $4,321-30.6% | $5,008-40.1% | $4,348-31.0% |
| Admin fee / account holder | $309 | $2,216-86.1% | $11,024-97.2% | $1,944-84.1% |