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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $74,056 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $49,331 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,972 | $130,294+16.6% | $170,028-10.6% | $71,495+112.6% |
| Participation rate | 70.9% | 86.2%-15.3pp | 87.0%-16.1pp | 67.9%+3.0pp |
| Annual return | 13.58% | 20.36%-6.8pp | 53.39%-39.8pp | 28.85%-15.3pp |
| Employer contribution / active EE | $3,594 | $4,385-18.0% | $6,788-47.1% | $2,589+38.8% |
| Participant deferral / active EE | $794 | $6,928-88.5% | $10,409-92.4% | $4,291-81.5% |
| Admin fee / account holder | $331 | $966-65.8% | $12,820-97.4% | $1,588-79.2% |