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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,205 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,230 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,502 | $88,203-16.7% | $165,100-55.5% | $74,478-1.3% |
| Participation rate | 65.3% | 73.1%-7.9pp | 78.6%-13.4pp | 67.2%-2.0pp |
| Annual return | 18.39% | 17.13%+1.3pp | 70.21%-51.8pp | 1370.56%-1352.2pp |
| Employer contribution / active EE | $2,004 | $2,601-22.9% | $4,348-53.9% | $2,626-23.7% |
| Participant deferral / active EE | $4,623 | $4,505+2.6% | $6,035-23.4% | $4,350+6.3% |
| Admin fee / account holder | $338 | $2,235-84.9% | $12,696-97.3% | $1,946-82.6% |