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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,061 |
LPL FINANCIAL1 year Filed as: NEXT FINANCIAL GROUP INC Service code 49 · EIN 54-1900002 | Other Services | $2,138 |
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 · EIN 95-2755361 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,798 | $37,418-63.1% | $77,081-82.1% | $77,906-82.3% |
| Participation rate | 15.3% | 46.9%-31.6pp | 67.9%-52.6pp | 73.7%-58.4pp |
| Annual return | 0.40% | -7.13%+7.5pp | 42.33%-41.9pp | 12.16%-11.8pp |
| Employer contribution / active EE | $125 | $1,200-89.5% | $2,813-95.5% | $2,846-95.6% |
| Participant deferral / active EE | $1,354 | $2,572-47.4% | $4,428-69.4% | $4,805-71.8% |
| Admin fee / account holder | $120 | $126-5.0% | $5,427-97.8% | $133-9.6% |