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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $60,576 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,043 | $76,112+73.5% | $96,544+36.8% | $71,529+84.6% |
| Participation rate | 84.1% | 74.4%+9.7pp | 76.0%+8.1pp | 67.9%+16.2pp |
| Annual return | 20.80% | 22.80%-2.0pp | 25.88%-5.1pp | 28.97%-8.2pp |
| Employer contribution / active EE | $690 | $2,248-69.3% | $2,966-76.8% | $2,590-73.4% |
| Participant deferral / active EE | $9,297 | $4,217+120.5% | $4,851+91.6% | $4,291+116.6% |
| Admin fee / account holder | $273 | $2,708-89.9% | $8,254-96.7% | $1,588-82.8% |