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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $45,395 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,071 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,482 | $76,112-23.2% | $96,544-39.4% | $71,529-18.2% |
| Participation rate | 86.9% | 74.4%+12.5pp | 76.0%+10.9pp | 67.9%+18.9pp |
| Annual return | 17.79% | 22.80%-5.0pp | 25.88%-8.1pp | 28.97%-11.2pp |
| Employer contribution / active EE | $2,976 | $2,248+32.4% | $2,966+0.3% | $2,590+14.9% |
| Participant deferral / active EE | $5,882 | $4,217+39.5% | $4,851+21.2% | $4,291+37.1% |
| Admin fee / account holder | $385 | $2,708-85.8% | $8,254-95.3% | $1,588-75.8% |