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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 93-0987232 | Other Services | $19,303 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $900 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $44,142 | $51,226-13.8% | $82,706-46.6% | $66,930-34.0% |
| Participation rate | 93.5% | 67.9%+25.7pp | 72.6%+21.0pp | 69.8%+23.7pp |
| Annual return | -18.54% | -9.61%-8.9pp | 701.76%-720.3pp | 1.57%-20.1pp |
| Employer contribution / active EE | $2,910 | $2,612+11.4% | $3,007-3.2% | $2,545+14.4% |
| Participant deferral / active EE | $5,285 | $3,460+52.8% | $4,394+20.3% | $4,238+24.7% |
| Admin fee / account holder | $8 | $416-98.1% | $5,329-99.9% | $593-98.7% |