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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,378 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $13,782 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,893 | $69,708-57.1% | $67,560-55.8% | $74,478-59.9% |
| Participation rate | 39.9% | 71.4%-31.5pp | 72.9%-33.0pp | 67.2%-27.3pp |
| Annual return | 21.48% | -40.67%+62.2pp | 3533.50%-3512.0pp | 1370.56%-1349.1pp |
| Employer contribution / active EE | $753 | $2,715-72.3% | $2,737-72.5% | $2,626-71.3% |
| Participant deferral / active EE | $1,207 | $3,637-66.8% | $4,004-69.9% | $4,350-72.3% |
| Admin fee / account holder | $346 | $887-60.9% | $3,994-91.3% | $1,946-82.2% |