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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $100,506 |
EDWARD JONES8 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $40,721 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,871 | $73,149-52.3% | $120,580-71.1% | $77,762-55.2% |
| Participation rate | 92.6% | 55.2%+37.5pp | 72.0%+20.7pp | 70.6%+22.0pp |
| Annual return | 12.88% | 18.24%-5.4pp | 107.48%-94.6pp | 31.27%-18.4pp |
| Employer contribution / active EE | $1,764 | $1,793-1.6% | $3,469-49.2% | $2,728-35.3% |
| Participant deferral / active EE | $3,213 | $3,006+6.9% | $4,995-35.7% | $4,651-30.9% |
| Admin fee / account holder | $262 | $660-60.2% | $9,418-97.2% | $433-39.4% |