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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,010 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,958 |
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 | $42,222 | $77,908-45.8% | $149,696-71.8% | $75,173-43.8% |
| Participation rate | 84.4% | 65.6%+18.8pp | 78.8%+5.6pp | 67.2%+17.2pp |
| Annual return | 18.74% | 31.73%-13.0pp | 134.46%-115.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,609 | $3,411+35.1% | $5,682-18.9% | $4,126+11.7% |
| Admin fee / account holder | $320 | $5,950-94.6% | $13,212-97.6% | $5,651-94.3% |