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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $127,462 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $38,102 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $43,212 | $90,064-52.0% | $100,392-57.0% | $77,736-44.4% |
| Participation rate | 98.8% | 81.3%+17.5pp | 81.5%+17.3pp | 70.6%+28.3pp |
| Annual return | 17.11% | 20.61%-3.5pp | 49.45%-32.3pp | 31.26%-14.2pp |
| Employer contribution / active EE | $2,541 | $3,043-16.5% | $3,941-35.5% | $2,728-6.8% |
| Participant deferral / active EE | $5,005 | $8,282-39.6% | $8,090-38.1% | $4,651+7.6% |
| Admin fee / account holder | $309 | $172+79.4% | $7,904-96.1% | $433-28.8% |