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| Provider | Service type | Compensation |
|---|---|---|
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,556 | $86,655+41.4% | $119,622+2.5% | $66,938+83.1% |
| Participation rate | 87.7% | 75.6%+12.2pp | 79.3%+8.5pp | 69.8%+17.9pp |
| Annual return | -14.30% | -8.00%-6.3pp | -14.98%+0.7pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,688 | $2,536-33.4% | $4,232-60.1% | $2,545-33.7% |
| Participant deferral / active EE | $6,128 | $4,358+40.6% | $5,601+9.4% | $4,238+44.6% |
| Admin fee / account holder | $346 | $755-54.1% | $10,328-96.6% | $594-41.7% |