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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $35,604 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,450 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $39,484 | $55,446-28.8% | $155,574-74.6% | $74,429-47.0% |
| Participation rate | 80.6% | 61.9%+18.7pp | 78.2%+2.4pp | 67.2%+13.4pp |
| Annual return | 12.67% | 269.20%-256.5pp | 64.87%-52.2pp | 1368.38%-1355.7pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,264 | $2,836+15.1% | $5,629-42.0% | $4,348-24.9% |
| Admin fee / account holder | $302 | $1,743-82.7% | $15,914-98.1% | $1,944-84.5% |