Filed December 31, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $59,486 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORP Service code 28 · EIN 95-2834236 | Investment Management | $21,755 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,073 | $122,063-5.7% | $184,256-37.5% | $74,478+54.5% |
| Participation rate | 90.0% | 85.5%+4.5pp | 86.8%+3.2pp | 67.2%+22.8pp |
| Annual return | 10.91% | 19.92%-9.0pp | 28.85%-17.9pp | 1370.56%-1359.6pp |
| Employer contribution / active EE | $3,747 | $4,539-17.4% | $6,427-41.7% | $2,626+42.7% |
| Participant deferral / active EE | $4,151 | $7,144-41.9% | $9,133-54.6% | $4,350-4.6% |
| Admin fee / account holder | $567 | $1,253-54.8% | $13,899-95.9% | $1,946-70.9% |