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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $50,695 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $20,302 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,139 | $85,515-48.4% | $112,040-60.6% | $67,986-35.1% |
| Participation rate | 66.7% | 68.2%-1.6pp | 76.5%-9.8pp | 57.2%+9.5pp |
| Annual return | 12.04% | 29.68%-17.6pp | 24.52%-12.5pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,811 | $2,191-17.3% | $2,954-38.7% | $2,019-10.3% |
| Participant deferral / active EE | $3,755 | $4,014-6.5% | $5,098-26.3% | $3,358+11.8% |
| Admin fee / account holder | $390 | $3,774-89.7% | $12,098-96.8% | $3,203-87.8% |