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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 27-3232902 | Contract Administrator | $37,432 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,735 |
ORENDA RETIREMENT, LLC6 years Service code 13 · EIN 36-4877979 | Contract Administrator | $9,356 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $59,350 | $76,112-22.0% | $96,534-38.5% | $71,511-17.0% |
| Participation rate | 72.3% | 74.4%-2.1pp | 76.0%-3.6pp | 67.9%+4.4pp |
| Annual return | 23.52% | 22.81%+0.7pp | 25.88%-2.4pp | 28.86%-5.3pp |
| Employer contribution / active EE | $1,932 | $2,248-14.1% | $2,965-34.9% | $2,589-25.4% |
| Participant deferral / active EE | $3,955 | $4,217-6.2% | $4,851-18.5% | $4,291-7.8% |
| Admin fee / account holder | $201 | $2,708-92.6% | $8,253-97.6% | $1,588-87.4% |