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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,577 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,603 |
Filed as: WILSHIRE ADVISORS LLC 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.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,451 | $63,442-66.2% | $68,791-68.8% | $66,914-67.9% |
| Participation rate | 47.4% | 60.0%-12.6pp | 69.0%-21.7pp | 69.8%-22.4pp |
| Annual return | -19.79% | -8.29%-11.5pp | -6.38%-13.4pp | 1.58%-21.4pp |
| Employer contribution / active EE | $1,848 | $1,775+4.1% | $2,655-30.4% | $2,544-27.4% |
| Participant deferral / active EE | $2,933 | $2,945-0.4% | $3,941-25.6% | $4,237-30.8% |
| Admin fee / account holder | $332 | $577-42.5% | $4,932-93.3% | $593-44.1% |