Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LYNN JANZEN, CPA1 year Service code 10 · EIN 85-1049843 | Accounting | $10,800 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,930 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $172 |
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 | $169,221 | $98,776+71.3% | $149,745+13.0% | $79,856+111.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.72% | 27.38%-13.7pp | 276.72%-263.0pp | 31.71%-18.0pp |
| Employer contribution / active EE | $7,433 | $3,217+131.0% | $4,646+60.0% | $2,471+200.8% |
| Participant deferral / active EE | $6,658 | $5,681+17.2% | $6,843-2.7% | $3,741+78.0% |
| Admin fee / account holder | $1,784 | $6,053-70.5% | $9,312-80.8% | $5,306-66.4% |