Filed August 31, 2016
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LJI WEALTH MANAGEMENT, LLC1+ years Service code 27 · EIN 26-0237809 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Plan) | $13,742 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN PENSION ADVISORS Service code 14 · EIN 35-2015845 9265 COUNSELOR'S ROW · INDIANAPOLIS, IN 46240 | Plan Administrator | $7,259 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,350 | $50,919-79.7% | $155,556-93.3% | $77,762-86.7% |
| Participation rate | 77.3% | 63.1%+14.2pp | 78.2%-0.9pp | 70.6%+6.7pp |
| Annual return | 0.00% | 34.84%-34.8pp | 64.84%-64.8pp | 31.27%-31.3pp |
| Employer contribution / active EE | $752 | $1,991-62.2% | $4,675-83.9% | $2,728-72.4% |
| Participant deferral / active EE | $1,313 | $2,824-53.5% | $5,631-76.7% | $4,651-71.8% |
| Admin fee / account holder | $38 | $437-91.3% | $15,885-99.8% | $433-91.3% |