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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $61,440 |
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.
Participant 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 | $27,975 | $53,254-47.5% | $155,574-82.0% | $199,921-86.0% |
| Participation rate | 0.0% | 64.1%-64.1pp | 78.2%-78.2pp | 72.0%-72.0pp |
| Annual return | 18.26% | 41.18%-22.9pp | 64.87%-46.6pp | 34.28%-16.0pp |
| Employer contribution / active EE | $0 | $1,848-100.0% | $4,676-100.0% | $3,035-100.0% |
| Participant deferral / active EE | $147 | $3,165-95.4% | $5,629-97.4% | $5,089-97.1% |
| Admin fee / account holder | $290 | $186+56.1% | $15,914-98.2% | $269+7.7% |