Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN,PLLC Service code 10 · EIN 33-1498605 | Accounting | $16,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,852 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $11,653 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,420 | $79,209-14.9% | $102,434-34.2% | $74,459-9.5% |
| Participation rate | 83.2% | 74.8%+8.4pp | 76.5%+6.7pp | 67.2%+16.0pp |
| Annual return | 7.43% | 54.98%-47.6pp | 29.46%-22.0pp | 1369.70%-1362.3pp |
| Employer contribution / active EE | $553 | $2,362-76.6% | $3,023-81.7% | $2,626-78.9% |
| Participant deferral / active EE | $2,167 | $4,417-51.0% | $5,055-57.1% | $4,350-50.2% |
| Admin fee / account holder | $423 | $2,002-78.9% | $9,462-95.5% | $1,945-78.3% |