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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,400 |
RESOURCE 1, INC.2 years Service code 27 · EIN 20-3941578 | Advisory (Plan) | $30,303 |
PBMARES, LLP2 years Service code 49 · EIN 54-0737372 | Other Services | $5,887 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVETMENT MANAGEMENT Service code 26 | Advisory (Participants) | $0 |
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.
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 | $82,285 | $67,595+21.7% | $186,193-55.8% | $64,340+27.9% |
| Participation rate | 87.5% | 51.9%+35.6pp | 77.1%+10.4pp | 55.2%+32.3pp |
| Annual return | 13.57% | 17.46%-3.9pp | 78.03%-64.5pp | 24.14%-10.6pp |
| Employer contribution / active EE | $2,237 | $1,513+47.9% | $3,918-42.9% | $1,862+20.2% |
| Participant deferral / active EE | $5,053 | $3,023+67.1% | $6,513-22.4% | $2,980+69.5% |
| Admin fee / account holder | $350 | $5,311-93.4% | $11,058-96.8% | $3,703-90.5% |