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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,365 |
EDWARD JONES2 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $14,367 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,473 | $76,407-22.2% | $150,298-60.4% | $82,448-27.9% |
| Participation rate | 76.5% | 66.4%+10.1pp | 77.8%-1.2pp | 68.1%+8.5pp |
| Annual return | 13.42% | 39.99%-26.6pp | 62.79%-49.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $1,017 | $2,614-61.1% | $4,154-75.5% | $2,551-60.1% |
| Participant deferral / active EE | $5,319 | $3,214+65.5% | $5,453-2.5% | $4,139+28.5% |
| Admin fee / account holder | $311 | $6,352-95.1% | $14,116-97.8% | $7,234-95.7% |