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| Provider | Service type | Compensation |
|---|---|---|
Filed as: RETIREWELL ADMINISTRATORS, INC. Service code 15 · EIN 81-3429076 | Recordkeeping | $5,176 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL CORPORATION Service code 27 PO BOX 502030 · SAN DIEGO, CA 92150 | Advisory (Plan) | $4,028 |
Service code 15 · EIN 13-3646501 | Recordkeeping | $1,552 |
Filed as: WILSHIRE ASSOCIATES INC Service code 27 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Plan) | $820 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,714 | $80,781-89.2% | $102,437-91.5% | $74,478-88.3% |
| Participation rate | 76.2% | 65.7%+10.6pp | 74.5%+1.7pp | 67.2%+9.0pp |
| Annual return | 25.09% | 27.58%-2.5pp | 24.95%+0.1pp | 1370.56%-1345.5pp |
| Employer contribution / active EE | $984 | $3,160-68.9% | $3,871-74.6% | $2,626-62.5% |
| Participant deferral / active EE | $2,299 | $3,862-40.5% | $5,060-54.6% | $4,350-47.1% |
| Admin fee / account holder | $113 | $2,372-95.2% | $8,388-98.6% | $1,946-94.2% |