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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $50,099 |
Service code 13 · EIN 71-1039549 | Contract Administrator | $8,538 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,348 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Service code 27 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,015 | $91,439+138.4% | $135,974+60.3% | $71,511+204.9% |
| Participation rate | 99.1% | 75.7%+23.4pp | 81.9%+17.2pp | 67.9%+31.1pp |
| Annual return | 19.27% | 29.90%-10.6pp | 68.30%-49.0pp | 28.86%-9.6pp |
| Employer contribution / active EE | $11,128 | $3,705+200.4% | $4,859+129.0% | $2,589+329.8% |
| Participant deferral / active EE | $8,361 | $7,093+17.9% | $7,760+7.7% | $4,291+94.9% |
| Admin fee / account holder | $38 | $1,267-97.0% | $10,767-99.6% | $1,588-97.6% |