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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,090 |
RESOURCE 1, INC.1 year Service code 27 · EIN 20-3941578 | Advisory (Plan) | $27,223 |
PBMARES, LLP1 year Service code 49 · EIN 54-0737372 | Other Services | $5,539 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
MORNINGSTAR1 year 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 | $92,463 | $73,532+25.7% | $178,505-48.2% | $74,478+24.1% |
| Participation rate | 80.6% | 66.6%+14.0pp | 77.1%+3.5pp | 67.2%+13.4pp |
| Annual return | 10.89% | 17.49%-6.6pp | 27.16%-16.3pp | 1370.56%-1359.7pp |
| Employer contribution / active EE | $2,118 | $2,221-4.6% | $3,955-46.5% | $2,626-19.4% |
| Participant deferral / active EE | $4,775 | $4,519+5.7% | $6,280-24.0% | $4,350+9.8% |
| Admin fee / account holder | $379 | $1,813-79.1% | $10,428-96.4% | $1,946-80.5% |