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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,071 |
EDWARD JONES3 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $16,054 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,075 | $57,763-22.0% | $112,228-59.8% | $71,529-37.0% |
| Participation rate | 93.6% | 58.9%+34.7pp | 72.4%+21.2pp | 67.9%+25.7pp |
| Annual return | 11.01% | 18.26%-7.3pp | 30.23%-19.2pp | 28.97%-18.0pp |
| Employer contribution / active EE | $240 | $1,916-87.5% | $3,432-93.0% | $2,590-90.7% |
| Participant deferral / active EE | $2,283 | $2,865-20.3% | $4,800-52.4% | $4,291-46.8% |
| Admin fee / account holder | $318 | $1,563-79.7% | $7,752-95.9% | $1,588-80.0% |