Filed July 17, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,490 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,825 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,276 | $55,423-38.2% | $155,602-78.0% | $74,400-53.9% |
| Participation rate | 99.2% | 61.9%+37.4pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 30.35% | 269.07%-238.7pp | 64.81%-34.5pp | 1367.51%-1337.2pp |
| Employer contribution / active EE | $2,830 | $2,266+24.9% | $4,675-39.5% | $2,624+7.8% |
| Participant deferral / active EE | $3,439 | $2,835+21.3% | $5,629-38.9% | $4,348-20.9% |
| Admin fee / account holder | $166 | $1,744-90.5% | $15,923-99.0% | $1,944-91.5% |