Filed February 25, 2026 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,402 |
SUMMIT WEALTH ADVOCATES LLC3 years Service code 26 · EIN 27-3240030 | Advisory (Participants) | $5,158 |
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 the discovery of a loss from fraud or dishonesty.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,049 | $50,150+95.5% | $149,723-34.5% | $80,169+22.3% |
| Participation rate | 69.3% | 64.3%+5.0pp | 78.8%-9.5pp | 72.9%-3.7pp |
| Annual return | 19.84% | 29.80%-10.0pp | 134.50%-114.7pp | 40.39%-20.6pp |
| Employer contribution / active EE | $1,862 | $1,868-0.3% | $4,821-61.4% | $2,978-37.5% |
| Participant deferral / active EE | $4,266 | $3,195+33.5% | $5,682-24.9% | $5,016-15.0% |
| Admin fee / account holder | $41 | $153-73.1% | $13,215-99.7% | $145-71.7% |