Filed February 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,582 |
PARK AVENUE SECURITIES LLC3 years Filed as: PARK AVENUE SECURITIES Service code 49 · EIN 13-4023176 | Other Services | $24,436 |
Service code 49 · EIN 22-3349752 | Other Services | $3,491 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,542 | $69,774+6.8% | $67,575+10.3% | $74,459+0.1% |
| Participation rate | 95.9% | 71.4%+24.5pp | 72.9%+23.0pp | 67.2%+28.7pp |
| Annual return | 10.15% | -40.53%+50.7pp | 3528.98%-3518.8pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $7,956 | $2,710+193.5% | $2,736+190.8% | $2,626+203.0% |
| Participant deferral / active EE | $3,442 | $3,636-5.4% | $4,003-14.0% | $4,350-20.9% |
| Admin fee / account holder | $394 | $890-55.8% | $3,993-90.1% | $1,945-79.8% |