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| Provider | Service type | Compensation |
|---|---|---|
Service code 17 · EIN 13-5674085 | Pension Consulting | $8,505 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,105 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,273 | $57,763-42.4% | $112,228-70.4% | $71,529-53.5% |
| Participation rate | 48.6% | 58.9%-10.3pp | 72.4%-23.8pp | 67.9%-19.3pp |
| Annual return | 10.01% | 18.26%-8.2pp | 30.23%-20.2pp | 28.97%-19.0pp |
| Employer contribution / active EE | $160 | $1,916-91.7% | $3,432-95.3% | $2,590-93.8% |
| Participant deferral / active EE | $2,089 | $2,865-27.1% | $4,800-56.5% | $4,291-51.3% |
| Admin fee / account holder | $147 | $1,563-90.6% | $7,752-98.1% | $1,588-90.8% |