Filed April 3, 2017 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
VSR FINANCIAL SERVICES INC2+ years Service code 49 · EIN 43-1302302 | Other Services | $16,489 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,400 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $6,211 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,644 | $74,024-72.1% | $78,002-73.5% | $57,658-64.2% |
| Participation rate | 78.4% | 79.7%-1.3pp | 75.5%+2.9pp | 70.2%+8.2pp |
| Annual return | 16.87% | 12.14%+4.7pp | 425.99%-409.1pp | 5.13%+11.7pp |
| Employer contribution / active EE | $923 | $2,365-61.0% | $2,470-62.6% | $1,974-53.2% |
| Participant deferral / active EE | $1,519 | $3,533-57.0% | $3,497-56.6% | $3,061-50.4% |
| Admin fee / account holder | $22 | $93-76.6% | $5,481-99.6% | $95-76.9% |