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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 42-0127290 | Direct payment from the plan; Contrac... | $112,413 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $23,052 |
Filed as: WILLSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $24,265-100.0% | $282,424-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 11.2%-11.2pp |
| Annual return | 6.07% | 9.05%-3.0pp | 3.87%+2.2pp | 9.01%-2.9pp |
| Employer contribution / active EE | $0 | $13,671-100.0% | $28,590-100.0% | $12,866-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $13-100.0% | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $8,735-100.0% | $4,785-100.0% |