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| Provider | Service type | Compensation |
|---|---|---|
LYNN JANZEN, CPA3 years Service code 10 · EIN 85-1049843 | Accounting | $11,300 |
Filed as: WILSHIRE ASSOCIATES, INC Service code 26 · EIN 95-2755361 | Advisory (Participants) | $4,635 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $152 |
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 | $148,672 | $82,678+79.8% | $125,391+18.6% | $68,490+117.1% |
| Participation rate | 98.4% | 75.1%+23.4pp | 82.4%+16.0pp | 67.9%+30.5pp |
| Annual return | -15.50% | -5.97%-9.5pp | 572.41%-587.9pp | -7.85%-7.7pp |
| Employer contribution / active EE | $6,921 | $3,382+104.6% | $4,816+43.7% | $2,597+166.5% |
| Participant deferral / active EE | $7,319 | $6,111+19.8% | $7,448-1.7% | $4,028+81.7% |
| Admin fee / account holder | $2,204 | $6,277-64.9% | $10,009-78.0% | $5,403-59.2% |