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| 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 | $79,181-46.2% | $102,423-58.4% | $74,429-42.8% |
| Participation rate | 56.0% | 74.8%-18.8pp | 76.5%-20.5pp | 67.2%-11.2pp |
| Annual return | 12.33% | 54.97%-42.6pp | 29.42%-17.1pp | 1368.38%-1356.1pp |
| Employer contribution / active EE | $1,380 | $2,362-41.6% | $3,023-54.4% | $2,625-47.4% |
| Participant deferral / active EE | $2,818 | $4,416-36.2% | $5,054-44.2% | $4,348-35.2% |
| Admin fee / account holder | $375 | $2,002-81.3% | $9,455-96.0% | $1,944-80.7% |