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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $67,932 |
CLIFTONLARSONALLEN LLP1 year Service code 49 · EIN 41-0746749 | Other Services | $12,880 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,800 | $40,278+18.7% | $80,648-40.7% | $80,169-40.4% |
| Participation rate | 10.5% | 47.5%-37.1pp | 67.0%-56.5pp | 72.9%-62.5pp |
| Annual return | 21.63% | 50.86%-29.2pp | 937.21%-915.6pp | 40.39%-18.8pp |
| Employer contribution / active EE | $36 | $1,332-97.3% | $2,724-98.7% | $2,978-98.8% |
| Participant deferral / active EE | $1,214 | $2,696-55.0% | $4,443-72.7% | $5,016-75.8% |
| Admin fee / account holder | $179 | $210-15.0% | $5,382-96.7% | $145+23.4% |