Filed July 23, 2026
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $73,793 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $16,883 |
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.
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 | $41,418 | $37,317+11.0% | $77,027-46.2% | $77,912-46.8% |
| Participation rate | 8.8% | 46.9%-38.0pp | 67.9%-59.1pp | 73.7%-64.9pp |
| Annual return | -16.16% | -5.88%-10.3pp | 42.32%-58.5pp | 12.20%-28.4pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,813-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $992 | $2,564-61.3% | $4,427-77.6% | $4,807-79.4% |
| Admin fee / account holder | $239 | $126+90.4% | $5,425-95.6% | $133+80.5% |