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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,142 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,699 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,769 | $65,437-37.7% | $86,698-53.0% | $66,949-39.1% |
| Participation rate | 99.1% | 75.5%+23.7pp | 76.6%+22.5pp | 69.8%+29.3pp |
| Annual return | -18.37% | -10.91%-7.5pp | 35.96%-54.3pp | 1.57%-19.9pp |
| Employer contribution / active EE | $3,186 | $2,154+47.9% | $2,837+12.3% | $2,545+25.2% |
| Participant deferral / active EE | $6,488 | $4,102+58.2% | $4,656+39.3% | $4,239+53.1% |
| Admin fee / account holder | $355 | $642-44.7% | $7,492-95.3% | $594-40.2% |