Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,815 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $17,747 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,581 | $79,223-46.3% | $102,460-58.4% | $74,478-42.8% |
| Participation rate | 56.0% | 74.8%-18.8pp | 76.5%-20.5pp | 67.2%-11.2pp |
| Annual return | 12.33% | 54.98%-42.6pp | 29.47%-17.1pp | 1370.56%-1358.2pp |
| Employer contribution / active EE | $1,380 | $2,363-41.6% | $3,025-54.4% | $2,626-47.5% |
| Participant deferral / active EE | $2,818 | $4,417-36.2% | $5,056-44.3% | $4,350-35.2% |
| Admin fee / account holder | $375 | $2,003-81.3% | $9,460-96.0% | $1,946-80.8% |