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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $118,932 |
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.
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $316,895 | $89,067+255.8% | $102,423+209.4% | $77,714+307.8% |
| Participation rate | 72.8% | 80.9%-8.2pp | 76.5%-3.7pp | 70.6%+2.2pp |
| Annual return | 12.42% | 25.01%-12.6pp | 29.42%-17.0pp | 31.26%-18.8pp |
| Employer contribution / active EE | $783 | $2,699-71.0% | $3,023-74.1% | $2,727-71.3% |
| Participant deferral / active EE | $6,672 | $5,147+29.6% | $5,054+32.0% | $4,649+43.5% |
| Admin fee / account holder | $321 | $236+36.2% | $9,455-96.6% | $433-25.9% |