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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $21,036 |
EDWARD JONES5 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $13,631 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,405 | $50,199-23.5% | $69,890-45.0% | $66,949-42.6% |
| Participation rate | 37.8% | 66.3%-28.6pp | 70.5%-32.7pp | 69.8%-32.0pp |
| Annual return | -17.63% | -13.85%-3.8pp | 190.84%-208.5pp | 1.57%-19.2pp |
| Employer contribution / active EE | $842 | $1,864-54.8% | $2,560-67.1% | $2,545-66.9% |
| Participant deferral / active EE | $1,722 | $3,112-44.7% | $3,848-55.3% | $4,239-59.4% |
| Admin fee / account holder | $296 | $600-50.6% | $6,267-95.3% | $594-50.1% |