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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,797 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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.
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 | $61,636 | $84,482-27.0% | $125,363-50.8% | $66,930-7.9% |
| Participation rate | 95.0% | 76.4%+18.6pp | 82.4%+12.7pp | 69.8%+25.2pp |
| Annual return | -18.72% | -8.49%-10.2pp | 572.15%-590.9pp | 1.57%-20.3pp |
| Employer contribution / active EE | $2,943 | $3,553-17.2% | $4,815-38.9% | $2,545+15.6% |
| Participant deferral / active EE | $6,210 | $6,782-8.4% | $7,447-16.6% | $4,238+46.5% |
| Admin fee / account holder | $330 | $685-51.9% | $10,005-96.7% | $593-44.5% |