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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $22,753 |
Service code 13 | Contract Administrator | $9,033 |
Filed as: HAUSER RETIREMENT Service code 27 · EIN 36-4906731 | Advisory (Plan) | $8,846 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 · EIN 31-1299207 | Contract Administrator | $3,920 |
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.
Participant 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 | $27,176 | $101,653-73.3% | $147,080-81.5% | $74,459-63.5% |
| Participation rate | 47.2% | 75.6%-28.3pp | 82.2%-35.0pp | 67.2%-20.0pp |
| Annual return | 28.78% | 8754.98%-8726.2pp | 420.17%-391.4pp | 1369.70%-1340.9pp |
| Employer contribution / active EE | $1,483 | $3,813-61.1% | $4,933-69.9% | $2,626-43.5% |
| Participant deferral / active EE | $2,468 | $7,304-66.2% | $8,066-69.4% | $4,350-43.3% |
| Admin fee / account holder | $243 | $1,752-86.1% | $12,989-98.1% | $1,945-87.5% |