Filed July 23, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,325 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,051 |
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 | $79,531 | $61,338+29.7% | $149,717-46.9% | $71,495+11.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 18.96% | 35.86%-16.9pp | 134.41%-115.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $5,514 | $2,381+131.6% | $4,820+14.4% | $2,589+112.9% |
| Participant deferral / active EE | $10,198 | $2,919+249.4% | $5,682+79.5% | $4,291+137.7% |
| Admin fee / account holder | $141 | $1,263-88.8% | $13,213-98.9% | $1,588-91.1% |