Filed June 13, 2016
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,010 |
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $17,211 |
PRIME BENEFITS, INC.4 years Service code 13 · EIN 52-2204662 | Contract Administrator | $7,936 |
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 | $43,876 | $101,591-56.8% | $147,096-70.2% | $74,429-41.0% |
| Participation rate | 87.5% | 75.5%+12.0pp | 82.2%+5.3pp | 67.2%+20.3pp |
| Annual return | 14.12% | 8746.45%-8732.3pp | 419.75%-405.6pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $1,688 | $3,813-55.7% | $4,936-65.8% | $2,625-35.7% |
| Participant deferral / active EE | $4,566 | $7,302-37.5% | $8,071-43.4% | $4,348+5.0% |
| Admin fee / account holder | $358 | $1,750-79.5% | $13,005-97.2% | $1,944-81.6% |