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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $188,820 |
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.)
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 | $134,368 | $91,372+47.1% | $130,045+3.3% | $74,460+80.5% |
| Participation rate | 54.7% | 77.8%-23.1pp | 78.5%-23.8pp | 70.7%-16.1pp |
| Annual return | 17.69% | 23.21%-5.5pp | -137.30%+155.0pp | 34.38%-16.7pp |
| Employer contribution / active EE | $0 | $2,563-100.0% | $4,321-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $5,215 | $4,721+10.5% | $5,820-10.4% | $4,530+15.1% |
| Admin fee / account holder | $308 | $283+8.7% | $10,600-97.1% | $348-11.4% |