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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 42-0127290 | Loan Processing | $21,033 |
EDWARD JONES6 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,166 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,896 | $81,331-53.4% | $155,534-75.6% | $80,935-53.2% |
| Participation rate | 90.7% | 66.3%+24.4pp | 78.2%+12.5pp | 67.7%+23.0pp |
| Annual return | 8.05% | 33.37%-25.3pp | 64.92%-56.9pp | 35.66%-27.6pp |
| Employer contribution / active EE | $1,457 | $3,105-53.1% | $4,675-68.8% | $2,757-47.1% |
| Participant deferral / active EE | $3,177 | $3,454-8.0% | $5,630-43.6% | $4,299-26.1% |
| Admin fee / account holder | $463 | $7,999-94.2% | $15,900-97.1% | $6,924-93.3% |