Filed February 11, 2011
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $107,380 |
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $45,396 |
THONG, YU, WONG & LEE1 year Filed as: THONG, YU, WONG & LEE, LLP Service code 10 · EIN 71-0899369 | Accounting | $8,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,704 | $88,203+48.2% | $165,100-20.8% | $74,478+75.5% |
| Participation rate | 57.6% | 73.1%-15.5pp | 78.6%-21.0pp | 67.2%-9.6pp |
| Annual return | 12.51% | 17.13%-4.6pp | 70.21%-57.7pp | 1370.56%-1358.1pp |
| Employer contribution / active EE | $2,198 | $2,601-15.5% | $4,348-49.5% | $2,626-16.3% |
| Participant deferral / active EE | $5,193 | $4,505+15.3% | $6,035-14.0% | $4,350+19.4% |
| Admin fee / account holder | $614 | $2,235-72.5% | $12,696-95.2% | $1,946-68.5% |