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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $75,911 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,133 | $71,142-53.4% | $119,622-72.3% | $64,819-48.9% |
| Participation rate | 98.6% | 78.6%+20.0pp | 79.3%+19.3pp | 71.5%+27.1pp |
| Annual return | -15.36% | -10.01%-5.3pp | -14.98%-0.4pp | 32.84%-48.2pp |
| Employer contribution / active EE | $3,009 | $2,497+20.5% | $4,232-28.9% | $2,507+20.0% |
| Participant deferral / active EE | $4,229 | $4,490-5.8% | $5,601-24.5% | $4,311-1.9% |
| Admin fee / account holder | $121 | $162-25.2% | $10,328-98.8% | $188-35.4% |