Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $101,888 |
SUNBURST FINANCIAL3 years Filed as: SUNBURST FINANCIAL GROUP Service code 27 · EIN 20-2550493 | Advisory (Plan) | $44,240 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $82,688 | $128,603-35.7% | $197,124-58.1% | $67,986+21.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 86.7%+13.3pp | 57.2%+42.8pp |
| Annual return | 4.52% | 23.77%-19.3pp | 44.34%-39.8pp | 31.67%-27.1pp |
| Employer contribution / active EE | $3,505 | $4,379-20.0% | $6,227-43.7% | $2,019+73.6% |
| Participant deferral / active EE | $5,612 | $6,840-18.0% | $9,135-38.6% | $3,358+67.1% |
| Admin fee / account holder | $649 | $3,035-78.6% | $16,298-96.0% | $3,203-79.7% |