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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $7 |
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.
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,432 | $58,320-25.5% | $86,438-49.8% | $66,938-35.1% |
| Participation rate | 66.3% | 78.6%-12.3pp | 80.3%-14.0pp | 69.8%-3.5pp |
| Annual return | -22.91% | -9.71%-13.2pp | 4397.19%-4420.1pp | 1.58%-24.5pp |
| Employer contribution / active EE | $3,346 | $2,615+27.9% | $3,769-11.2% | $2,545+31.5% |
| Participant deferral / active EE | $4,356 | $6,899-36.9% | $6,952-37.3% | $4,238+2.8% |
| Admin fee / account holder | $213 | $546-61.0% | $6,733-96.8% | $594-64.1% |