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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,028 |
SIGMA FINANCIAL CORPORATION3 years Service code 49 · EIN 38-2472555 | Other Services | $11,817 |
THE OLDENBURG COMPANY INC3 years Service code 49 · EIN 38-2658667 | Other Services | $5,619 |
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.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,896 | $87,870-15.9% | $113,168-34.7% | $74,304-0.5% |
| Participation rate | 69.9% | 70.7%-0.9pp | 76.6%-6.7pp | 60.3%+9.5pp |
| Annual return | 3.76% | 26.44%-22.7pp | 24.27%-20.5pp | 29.43%-25.7pp |
| Employer contribution / active EE | $761 | $2,277-66.6% | $2,975-74.4% | $2,241-66.0% |
| Participant deferral / active EE | $4,705 | $4,241+10.9% | $5,107-7.9% | $3,767+24.9% |
| Admin fee / account holder | $430 | $3,368-87.2% | $12,068-96.4% | $2,969-85.5% |