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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 | $74,661+10.2% | $160,784-48.8% | $67,986+21.0% |
| Participation rate | 87.5% | 57.1%+30.4pp | 77.0%+10.5pp | 57.2%+30.3pp |
| Annual return | 13.57% | 28.83%-15.3pp | 1803.92%-1790.4pp | 31.67%-18.1pp |
| Employer contribution / active EE | $2,237 | $1,829+22.3% | $3,733-40.1% | $2,019+10.8% |
| Participant deferral / active EE | $5,053 | $3,681+37.3% | $6,293-19.7% | $3,358+50.5% |
| Admin fee / account holder | $350 | $3,959-91.2% | $9,717-96.4% | $3,203-89.1% |