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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $836 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,692 | $64,138-74.0% | $112,258-85.1% | $66,930-75.1% |
| Participation rate | 35.4% | 68.5%-33.0pp | 75.1%-39.6pp | 69.8%-34.4pp |
| Annual return | 11.56% | -13.81%+25.4pp | 27.47%-15.9pp | 1.57%+10.0pp |
| Employer contribution / active EE | $968 | $3,006-67.8% | $3,636-73.4% | $2,545-61.9% |
| Participant deferral / active EE | $1,839 | $3,694-50.2% | $4,728-61.1% | $4,238-56.6% |
| Admin fee / account holder | $12 | $625-98.1% | $6,411-99.8% | $593-98.0% |