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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $31,237 |
Service code 49 · EIN 41-0973005 | Other Services | $9,030 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,123 | $69,848-72.6% | $115,756-83.5% | $66,938-71.4% |
| Participation rate | 61.7% | 70.6%-8.9pp | 77.1%-15.3pp | 69.8%-8.1pp |
| Annual return | -14.52% | 969.66%-984.2pp | 143.14%-157.7pp | 1.58%-16.1pp |
| Employer contribution / active EE | $808 | $2,613-69.1% | $3,793-78.7% | $2,545-68.3% |
| Participant deferral / active EE | $1,820 | $4,274-57.4% | $6,254-70.9% | $4,238-57.1% |
| Admin fee / account holder | $293 | $337-13.0% | $8,124-96.4% | $594-50.6% |