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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $17,703 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,941 | $65,092-83.2% | $143,799-92.4% | $66,938-83.7% |
| Participation rate | 87.1% | 65.2%+21.9pp | 80.3%+6.8pp | 69.8%+17.3pp |
| Annual return | -14.29% | -11.14%-3.2pp | -0.04%-14.2pp | 1.58%-15.9pp |
| Employer contribution / active EE | $618 | $2,362-73.8% | $4,952-87.5% | $2,545-75.7% |
| Participant deferral / active EE | $518 | $2,920-82.3% | $5,638-90.8% | $4,238-87.8% |
| Admin fee / account holder | $133 | $502-73.5% | $14,677-99.1% | $594-77.6% |