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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,103 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $12,769 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,733 | $55,470+0.5% | $155,556-64.2% | $74,478-25.2% |
| Participation rate | 73.8% | 61.9%+11.9pp | 78.2%-4.4pp | 67.2%+6.6pp |
| Annual return | 14.61% | 269.80%-255.2pp | 64.84%-50.2pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $869 | $2,267-61.7% | $4,675-81.4% | $2,626-66.9% |
| Participant deferral / active EE | $4,933 | $2,838+73.8% | $5,631-12.4% | $4,350+13.4% |
| Admin fee / account holder | $291 | $1,744-83.3% | $15,885-98.2% | $1,946-85.1% |