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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 42-0127290 | Claims processing; Recordkeeping fees... | $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 | $33,981-100.0% | $297,102-100.0% | $33,981-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 15.3%-15.3pp |
| Annual return | 6.07% | 10.02%-4.0pp | 7.91%-1.8pp | 9.75%-3.7pp |
| Employer contribution / active EE | $0 | $15,766-100.0% | $29,328-100.0% | $13,830-100.0% |
| Participant deferral / active EE | $0 | $44-100.0% | $17-100.0% | $110-100.0% |
| Admin fee / account holder | $0 | $2,810-100.0% | $10,077-100.0% | $2,810-100.0% |