Filed October 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $120,566 |
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $13,156 |
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.)
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 | $63,524 | $82,979-23.4% | $102,383-38.0% | $77,714-18.3% |
| Participation rate | 90.4% | 71.5%+18.8pp | 74.5%+15.8pp | 70.6%+19.8pp |
| Annual return | 34.87% | 19.11%+15.8pp | 24.94%+9.9pp | 31.26%+3.6pp |
| Employer contribution / active EE | $3,733 | $3,554+5.1% | $3,870-3.5% | $2,727+36.9% |
| Participant deferral / active EE | $6,963 | $4,109+69.5% | $5,060+37.6% | $4,649+49.8% |
| Admin fee / account holder | $330 | $639-48.3% | $8,391-96.1% | $433-23.8% |