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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 | $55,472-28.8% | $155,567-74.6% | $74,546-47.0% |
| Participation rate | 80.6% | 61.9%+18.7pp | 78.2%+2.4pp | 67.2%+13.4pp |
| Annual return | 12.67% | 268.72%-256.0pp | 64.74%-52.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $0 | $2,269-100.0% | $4,674-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $3,264 | $2,838+15.0% | $5,628-42.0% | $4,347-24.9% |
| Admin fee / account holder | $302 | $1,743-82.7% | $15,916-98.1% | $1,944-84.5% |