Filed June 13, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $33,289 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $12,839 |
PRIME BENEFITS, INC.3 years Service code 13 · EIN 52-2204662 | Contract Administrator | $7,527 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,409 | $91,439-61.3% | $135,974-74.0% | $71,511-50.5% |
| Participation rate | 90.7% | 75.7%+15.0pp | 81.9%+8.7pp | 67.9%+22.7pp |
| Annual return | 19.31% | 29.90%-10.6pp | 68.30%-49.0pp | 28.86%-9.5pp |
| Employer contribution / active EE | $1,578 | $3,705-57.4% | $4,859-67.5% | $2,589-39.1% |
| Participant deferral / active EE | $4,364 | $7,093-38.5% | $7,760-43.8% | $4,291+1.7% |
| Admin fee / account holder | $304 | $1,267-76.0% | $10,767-97.2% | $1,588-80.9% |