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| Provider | Service type | Compensation |
|---|---|---|
V WEALTH MANAGEMENT LLC2+ years Service code 26 · EIN 26-4711671 6800 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Participants) | $19,974 |
WILSHIRE ASSOCIATES INCORPORATED2+ years Filed as: WILSHIRE ASSOCIATES INC Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $1,598 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $175 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,575 | $86,286+240.2% | $111,297+163.8% | $85,850+242.0% |
| Participation rate | 98.6% | 73.3%+25.3pp | 77.3%+21.3pp | 69.3%+29.3pp |
| Annual return | 9.60% | 19.99%-10.4pp | 54.65%-45.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $16,229 | $2,043+694.3% | $2,731+494.2% | $2,565+532.7% |
| Participant deferral / active EE | $1,429 | $3,641-60.8% | $4,487-68.2% | $3,952-63.8% |
| Admin fee / account holder | $520 | $8,188-93.6% | $7,964-93.5% | $6,260-91.7% |