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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $58,529 |
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 | $26,853 | $52,346-48.7% | $143,788-81.3% | $78,044-65.6% |
| Participation rate | 0.0% | 72.7%-72.7pp | 80.3%-80.3pp | 74.4%-74.4pp |
| Annual return | -16.00% | -14.19%-1.8pp | -0.03%-16.0pp | 10.87%-26.9pp |
| Employer contribution / active EE | $0 | $2,131-100.0% | $4,952-100.0% | $3,125-100.0% |
| Participant deferral / active EE | $77 | $3,800-98.0% | $5,638-98.6% | $5,084-98.5% |
| Admin fee / account holder | $288 | $63+354.4% | $14,675-98.0% | $79+265.2% |