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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $44,236 |
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.
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 | $165,127 | $79,209+108.5% | $102,434+61.2% | $74,459+121.8% |
| Participation rate | 85.5% | 74.8%+10.7pp | 76.5%+8.9pp | 67.2%+18.2pp |
| Annual return | 15.33% | 54.98%-39.7pp | 29.46%-14.1pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $121 | $2,362-94.9% | $3,023-96.0% | $2,626-95.4% |
| Participant deferral / active EE | $9,505 | $4,417+115.2% | $5,055+88.0% | $4,350+118.5% |
| Admin fee / account holder | $228 | $2,002-88.6% | $9,462-97.6% | $1,945-88.3% |