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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $18,037 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $14,371 |
PASI, LLC1 year Service code 13 · EIN 26-1407927 | Contract Administrator | $12,515 |
STRATOS WEALTH PARTNERS1 year Filed as: STRATOS WEALTH PARTNERS, LTD Service code 27 3750 PARK EAST DR. · BEACHWOOD, OH 44122 | Advisory (Plan) | $8,716 |
Service code 27 575 MARK STREET · SAN FRANCISCO, CA 95105 | Advisory (Plan) | $5,998 |
Filed as: EMPOWER ANNUITY INSURANCE CO. OF AM Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,375 | $46,325-12.8% | $143,788-71.9% | $64,814-37.7% |
| Participation rate | 61.3% | 64.2%-2.9pp | 80.3%-19.0pp | 71.5%-10.1pp |
| Annual return | 42.03% | -10.05%+52.1pp | -0.03%+42.1pp | 32.84%+9.2pp |
| Employer contribution / active EE | $1,594 | $1,911-16.6% | $4,952-67.8% | $2,507-36.4% |
| Participant deferral / active EE | $2,088 | $2,647-21.1% | $5,638-63.0% | $4,310-51.6% |
| Admin fee / account holder | $125 | $154-18.8% | $14,675-99.1% | $188-33.5% |