Filed October 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $77,871 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $7,583 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,732 | $106,236-58.8% | $112,249-61.0% | $64,819-32.5% |
| Participation rate | 83.3% | 71.7%+11.6pp | 75.1%+8.2pp | 71.5%+11.8pp |
| Annual return | -18.67% | -6.02%-12.7pp | 27.48%-46.2pp | 32.84%-51.5pp |
| Employer contribution / active EE | $3,213 | $3,166+1.5% | $3,636-11.6% | $2,507+28.2% |
| Participant deferral / active EE | $6,102 | $3,785+61.2% | $4,729+29.0% | $4,311+41.5% |
| Admin fee / account holder | $317 | $452-29.9% | $6,412-95.1% | $188+68.5% |