Filed July 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $91,039 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,938 |
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 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,445 | $55,470+64.9% | $155,556-41.2% | $74,478+22.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.08% | 269.80%-256.7pp | 64.84%-51.8pp | 1370.56%-1357.5pp |
| Employer contribution / active EE | $5,984 | $2,267+164.0% | $4,675+28.0% | $2,626+127.9% |
| Participant deferral / active EE | $11,117 | $2,838+291.7% | $5,631+97.4% | $4,350+155.5% |
| Admin fee / account holder | $321 | $1,744-81.6% | $15,885-98.0% | $1,946-83.5% |