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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,051 |
SECURITIES AMERICA INC2 years Filed as: SECURITIES AMERICA ADVISORS, INC. Service code 27 · EIN 47-0648506 | Advisory (Plan) | $31,365 |
ASSURANCE DIMENSIONS4 years Service code 10 · EIN 26-3429295 | Accounting | $8,000 |
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 | $110,937 | $110,083+0.8% | $151,628-26.8% | $68,495+62.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 87.5%-20.8pp | 67.9%-1.2pp |
| Annual return | -17.08% | -10.12%-7.0pp | 3.34%-20.4pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,517 | $6,526-0.1% | $8,363-22.1% | $4,028+61.8% |
| Admin fee / account holder | $603 | $7,718-92.2% | $11,613-94.8% | $5,403-88.8% |