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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $86,715 |
Service code 27 · EIN 61-1495162 | Advisory (Plan) | $20,856 |
LWS WEALTH ADVISORS6 years Service code 27 · EIN 45-5222752 | Advisory (Plan) | $18,629 |
Filed as: PRIME PENSIONS, INC. Service code 49 · EIN 46-1224594 | Other Services | $3,632 |
Filed as: WISHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $54,026 | $50,820+6.3% | $155,567-65.3% | $77,671-30.4% |
| Participation rate | 85.6% | 63.1%+22.5pp | 78.2%+7.4pp | 70.6%+15.0pp |
| Annual return | 5.46% | 34.85%-29.4pp | 64.74%-59.3pp | 31.21%-25.7pp |
| Employer contribution / active EE | $3,733 | $1,993+87.3% | $4,674-20.1% | $2,726+36.9% |
| Participant deferral / active EE | $4,431 | $2,823+56.9% | $5,628-21.3% | $4,648-4.7% |
| Admin fee / account holder | $240 | $436-44.9% | $15,916-98.5% | $430-44.2% |