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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $9,843 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,036 |
Filed as: WILSHIRE ADVISORS Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,793 | $62,327-39.4% | $120,354-68.6% | $74,495-49.3% |
| Participation rate | 43.1% | 56.8%-13.7pp | 71.9%-28.8pp | 67.2%-24.1pp |
| Annual return | 8.16% | 18.61%-10.4pp | 107.15%-99.0pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $74 | $1,843-96.0% | $3,463-97.9% | $2,623-97.2% |
| Participant deferral / active EE | $1,638 | $2,893-43.4% | $4,991-67.2% | $4,346-62.3% |
| Admin fee / account holder | $167 | $2,396-93.0% | $9,423-98.2% | $1,942-91.4% |