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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,816 |
HARTLEY ADVISORS CORP.2 years Service code 27 · EIN 76-0747134 | Advisory (Plan) | $11,006 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,307 | $64,176-1.4% | $112,249-43.6% | $66,938-5.4% |
| Participation rate | 41.4% | 68.4%-27.1pp | 75.1%-33.7pp | 69.8%-28.5pp |
| Annual return | -15.63% | -13.80%-1.8pp | 27.48%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,521 | $3,007-49.4% | $3,636-58.2% | $2,545-40.2% |
| Participant deferral / active EE | $2,889 | $3,694-21.8% | $4,729-38.9% | $4,238-31.8% |
| Admin fee / account holder | $359 | $626-42.7% | $6,412-94.4% | $594-39.6% |