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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $103,637 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,343 | $122,128-53.9% | $147,080-61.7% | $199,960-71.8% |
| Participation rate | 29.0% | 78.2%-49.1pp | 82.2%-53.1pp | 72.0%-43.0pp |
| Annual return | 11.62% | 30.58%-19.0pp | 420.17%-408.6pp | 34.28%-22.7pp |
| Employer contribution / active EE | $1,070 | $4,093-73.9% | $4,933-78.3% | $3,036-64.8% |
| Participant deferral / active EE | $2,211 | $8,484-73.9% | $8,066-72.6% | $5,087-56.5% |
| Admin fee / account holder | $176 | $180-2.0% | $12,989-98.6% | $269-34.7% |