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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,790 |
Filed as: NASIF, HICKS, HARRIS & CO., LLP Service code 49 · EIN 77-0181453 | Other Services | $20,015 |
Filed as: CHARTWELL Service code 49 · EIN 36-4799908 | Other Services | $8,124 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $458,645 | $84,499+442.8% | $125,391+265.8% | $66,949+585.1% |
| Participation rate | 89.8% | 76.4%+13.4pp | 82.4%+7.4pp | 69.8%+20.0pp |
| Annual return | -14.92% | -8.49%-6.4pp | 572.41%-587.3pp | 1.57%-16.5pp |
| Employer contribution / active EE | $25,995 | $3,554+631.5% | $4,816+439.8% | $2,545+921.2% |
| Participant deferral / active EE | $5,154 | $6,785-24.0% | $7,448-30.8% | $4,239+21.6% |
| Admin fee / account holder | $472 | $685-31.1% | $10,009-95.3% | $594-20.5% |