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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $56,474 |
S B H U LIFE AGENCY INC5 years Service code 49 · EIN 13-2896238 | Other Services | $25,936 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,528 | $159,901-76.5% | $146,958-74.5% | $145,922-74.3% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | -65.86% | 98.13%-164.0pp | 418.34%-484.2pp | 561.29%-627.1pp |
| Employer contribution / active EE | $2,996 | $5,286-43.3% | $4,933-39.3% | $4,660-35.7% |
| Participant deferral / active EE | $22,896 | $8,428+171.7% | $8,070+183.7% | $6,688+242.4% |
| Admin fee / account holder | $899 | $15,044-94.0% | $12,998-93.1% | $13,397-93.3% |