Filed July 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $109,913 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,688 |
MORNINGSTAR2 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 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,162 | $49,915+122.7% | $154,803-28.2% | $74,304+49.6% |
| Participation rate | 99.0% | 54.0%+45.1pp | 78.1%+20.9pp | 60.3%+38.7pp |
| Annual return | 16.04% | 34.06%-18.0pp | 58.88%-42.8pp | 29.43%-13.4pp |
| Employer contribution / active EE | $5,782 | $1,611+258.9% | $4,305+34.3% | $2,241+158.0% |
| Participant deferral / active EE | $10,896 | $2,255+383.3% | $5,540+96.7% | $3,767+189.2% |
| Admin fee / account holder | $376 | $2,189-82.8% | $14,329-97.4% | $2,969-87.3% |