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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $89,310 |
Filed as: NASIF HICKS HARRIS & CO LLP. Service code 10 · EIN 77-0181453 | Accounting | $48,452 |
Filed as: CHARTWELL Service code 49 · EIN 36-4799908 | Other Services | $27,782 |
MORNINGSTAR3 years 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).
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 | $575,280 | $106,264+441.4% | $147,117+291.0% | $77,762+639.8% |
| Participation rate | 92.7% | 78.4%+14.3pp | 82.2%+10.5pp | 70.6%+22.1pp |
| Annual return | 29.79% | 56.94%-27.1pp | 420.54%-390.7pp | 31.27%-1.5pp |
| Employer contribution / active EE | $29,240 | $4,074+617.8% | $4,932+492.8% | $2,728+971.9% |
| Participant deferral / active EE | $5,070 | $8,003-36.7% | $8,065-37.1% | $4,651+9.0% |
| Admin fee / account holder | $536 | $334+60.2% | $12,993-95.9% | $433+23.7% |