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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $71,379 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $18,832 |
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.)
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 | $15,806 | $57,119-72.3% | $85,187-81.4% | $80,935-80.5% |
| Participation rate | 94.0% | 56.4%+37.6pp | 67.5%+26.5pp | 67.7%+26.4pp |
| Annual return | 16.16% | 21.70%-5.5pp | 66.67%-50.5pp | 35.66%-19.5pp |
| Employer contribution / active EE | $3,337 | $1,802+85.2% | $2,732+22.1% | $2,757+21.0% |
| Participant deferral / active EE | $4,650 | $3,115+49.3% | $4,525+2.8% | $4,299+8.1% |
| Admin fee / account holder | $301 | $4,990-94.0% | $6,162-95.1% | $6,924-95.7% |