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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $93,330 |
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 | $45,248 | $91,394-50.5% | $130,026-65.2% | $74,440-39.2% |
| Participation rate | 97.5% | 77.8%+19.8pp | 78.5%+19.0pp | 70.7%+26.8pp |
| Annual return | 20.95% | 23.20%-2.3pp | -137.26%+158.2pp | 34.37%-13.4pp |
| Employer contribution / active EE | $3,655 | $2,565+42.5% | $4,321-15.4% | $2,638+38.6% |
| Participant deferral / active EE | $5,179 | $4,721+9.7% | $5,821-11.0% | $4,529+14.4% |
| Admin fee / account holder | $158 | $284-44.3% | $10,608-98.5% | $348-54.6% |