Filed July 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,511 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,851 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $64,363 | $65,092-1.1% | $143,799-55.2% | $66,938-3.8% |
| Participation rate | 98.8% | 65.2%+33.6pp | 80.3%+18.4pp | 69.8%+28.9pp |
| Annual return | -17.50% | -11.14%-6.4pp | -0.04%-17.5pp | 1.58%-19.1pp |
| Employer contribution / active EE | $6,656 | $2,362+181.8% | $4,952+34.4% | $2,545+161.5% |
| Participant deferral / active EE | $11,952 | $2,920+309.3% | $5,638+112.0% | $4,238+182.0% |
| Admin fee / account holder | $139 | $502-72.4% | $14,677-99.1% | $594-76.6% |