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| Provider | Service type | Compensation |
|---|---|---|
LYNN JANZEN, CPA2 years Service code 10 · EIN 85-1049843 | Accounting | $10,800 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $5,714 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $202 |
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 | $185,728 | $105,200+76.5% | $159,474+16.5% | $85,847+116.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.35% | 45.08%-31.7pp | 263.68%-250.3pp | 318.61%-305.3pp |
| Employer contribution / active EE | $7,452 | $3,319+124.5% | $4,831+54.3% | $2,565+190.5% |
| Participant deferral / active EE | $7,357 | $5,946+23.7% | $7,3530% | $3,952+86.1% |
| Admin fee / account holder | $2,255 | $6,934-67.5% | $10,802-79.1% | $6,261-64.0% |