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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $61,115 |
Service code 13 · EIN 71-1039549 | Contract Administrator | $11,520 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,277 |
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 | $240,859 | $101,591+137.1% | $147,096+63.7% | $74,429+223.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.12% | 8746.45%-8729.3pp | 419.75%-402.6pp | 1368.38%-1351.3pp |
| Employer contribution / active EE | $11,123 | $3,813+191.8% | $4,936+125.4% | $2,625+323.8% |
| Participant deferral / active EE | $8,579 | $7,302+17.5% | $8,071+6.3% | $4,348+97.3% |
| Admin fee / account holder | $31 | $1,750-98.3% | $13,005-99.8% | $1,944-98.4% |