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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $194,603 |
LPL FINANCIAL3 years Filed as: NEXT FINANCIAL GROUP INC Service code 49 · EIN 54-1900002 | Other Services | $9,182 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,462 | $44,898-58.9% | $85,187-78.3% | $199,960-90.8% |
| Participation rate | 29.2% | 45.7%-16.5pp | 67.5%-38.3pp | 72.0%-42.8pp |
| Annual return | 14.93% | 20.98%-6.1pp | 66.67%-51.7pp | 34.28%-19.4pp |
| Employer contribution / active EE | $154 | $1,367-88.7% | $2,732-94.4% | $3,036-94.9% |
| Participant deferral / active EE | $2,099 | $2,670-21.4% | $4,525-53.6% | $5,087-58.7% |
| Admin fee / account holder | $203 | $585-65.4% | $6,162-96.7% | $269-24.7% |