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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,269 |
Service code 49 · EIN 52-2114207 | Other Services | $7,200 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $27,872 | $58,320-52.2% | $86,438-67.8% | $66,938-58.4% |
| Participation rate | 91.1% | 78.6%+12.5pp | 80.3%+10.8pp | 69.8%+21.3pp |
| Annual return | -14.25% | -9.71%-4.5pp | 4397.19%-4411.4pp | 1.58%-15.8pp |
| Employer contribution / active EE | $3,051 | $2,615+16.7% | $3,769-19.1% | $2,545+19.9% |
| Participant deferral / active EE | $6,964 | $6,899+0.9% | $6,952+0.2% | $4,238+64.3% |
| Admin fee / account holder | $95 | $546-82.6% | $6,733-98.6% | $594-84.0% |