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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4+ years Filed as: NEXT FINANCIAL GROUP INC Service code 49 · EIN 54-1900002 | Other Services | $13,856 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $1,270 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,744 | $41,467+7.9% | $67,313-33.5% | $55,725-19.7% |
| Participation rate | 20.4% | 62.5%-42.1pp | 69.1%-48.7pp | 70.9%-50.5pp |
| Annual return | -4.97% | 0.82%-5.8pp | -4.08%-0.9pp | 244.93%-249.9pp |
| Employer contribution / active EE | $160 | $1,316-87.8% | $2,566-93.8% | $2,078-92.3% |
| Participant deferral / active EE | $1,520 | $2,399-36.6% | $3,568-57.4% | $3,356-54.7% |
| Admin fee / account holder | $23 | $102-77.1% | $4,507-99.5% | $115-79.7% |