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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $90,182 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,669 | $53,165-16.0% | $86,235-48.2% | $74,473-40.0% |
| Participation rate | 97.0% | 64.9%+32.2pp | 69.0%+28.1pp | 70.7%+26.3pp |
| Annual return | 12.70% | 22.64%-9.9pp | 1170.03%-1157.3pp | 34.36%-21.7pp |
| Employer contribution / active EE | $536 | $1,210-55.7% | $2,381-77.5% | $2,638-79.7% |
| Participant deferral / active EE | $4,718 | $3,234+45.9% | $3,987+18.3% | $4,530+4.2% |
| Admin fee / account holder | $95 | $551-82.8% | $6,856-98.6% | $347-72.7% |