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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,888 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $17,745 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $24,996 | $55,470-54.9% | $155,556-83.9% | $74,478-66.4% |
| Participation rate | 94.0% | 61.9%+32.1pp | 78.2%+15.8pp | 67.2%+26.8pp |
| Annual return | 14.47% | 269.80%-255.3pp | 64.84%-50.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $2,277 | $2,267+0.4% | $4,675-51.3% | $2,626-13.3% |
| Participant deferral / active EE | $2,903 | $2,838+2.3% | $5,631-48.5% | $4,350-33.3% |
| Admin fee / account holder | $194 | $1,744-88.9% | $15,885-98.8% | $1,946-90.0% |