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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $38,431 |
Service code 49 · EIN 52-2114207 | Other Services | $1,145 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,276 | $76,112+12.0% | $96,544-11.7% | $71,529+19.2% |
| Participation rate | 55.7% | 74.4%-18.7pp | 76.0%-20.2pp | 67.9%-12.2pp |
| Annual return | 17.27% | 22.80%-5.5pp | 25.88%-8.6pp | 28.97%-11.7pp |
| Employer contribution / active EE | $683 | $2,248-69.6% | $2,966-77.0% | $2,590-73.6% |
| Participant deferral / active EE | $2,412 | $4,217-42.8% | $4,851-50.3% | $4,291-43.8% |
| Admin fee / account holder | $265 | $2,708-90.2% | $8,254-96.8% | $1,588-83.3% |