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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,456 |
Filed as: FIRST CITIZENS INVESTOR SERVICES, I Service code 49 · EIN 56-1854695 | Other Services | $6,957 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,354 | $61,391-66.8% | $149,723-86.4% | $71,529-71.5% |
| Participation rate | 38.3% | 62.5%-24.2pp | 78.8%-40.5pp | 67.9%-29.6pp |
| Annual return | -1.13% | 35.88%-37.0pp | 134.50%-135.6pp | 28.97%-30.1pp |
| Employer contribution / active EE | $670 | $2,384-71.9% | $4,821-86.1% | $2,590-74.1% |
| Participant deferral / active EE | $1,313 | $2,921-55.1% | $5,682-76.9% | $4,291-69.4% |
| Admin fee / account holder | $284 | $1,264-77.5% | $13,215-97.8% | $1,588-82.1% |