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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,966 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $5,048 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,983 | $55,437-69.4% | $155,534-89.1% | $74,459-77.2% |
| Participation rate | 95.5% | 61.9%+33.6pp | 78.2%+17.2pp | 67.2%+28.2pp |
| Annual return | 8.94% | 269.58%-260.6pp | 64.92%-56.0pp | 1369.70%-1360.8pp |
| Employer contribution / active EE | $1,278 | $2,266-43.6% | $4,675-72.7% | $2,626-51.3% |
| Participant deferral / active EE | $1,040 | $2,837-63.3% | $5,630-81.5% | $4,350-76.1% |
| Admin fee / account holder | $176 | $1,742-89.9% | $15,900-98.9% | $1,945-90.9% |