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| Provider | Service type | Compensation |
|---|---|---|
EDWARD JONES4 years Service code 26 · EIN 43-0345811 | Advisory (Participants) | $30,009 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,435 |
Filed as: WILSHIRE ASSOCIATES INC. Service code 26 | Advisory (Participants) | $778 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $651 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,057 | $49,451+37.6% | $79,580-14.5% | $66,938+1.7% |
| Participation rate | 53.9% | 61.3%-7.4pp | 69.5%-15.5pp | 69.8%-15.9pp |
| Annual return | -16.94% | 84.25%-101.2pp | 0.15%-17.1pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,043 | $1,266-17.6% | $2,413-56.8% | $2,545-59.0% |
| Participant deferral / active EE | $2,748 | $3,159-13.0% | $3,985-31.1% | $4,238-35.2% |
| Admin fee / account holder | $408 | $595-31.4% | $6,835-94.0% | $594-31.3% |