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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $20,053 |
Service code 49 · EIN 51-6041053 | Other Services | $10,013 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,285 | $61,391-68.6% | $149,723-87.1% | $71,529-73.0% |
| Participation rate | 79.8% | 62.5%+17.3pp | 78.8%+1.1pp | 67.9%+11.9pp |
| Annual return | 16.22% | 35.88%-19.7pp | 134.50%-118.3pp | 28.97%-12.8pp |
| Employer contribution / active EE | $1,869 | $2,384-21.6% | $4,821-61.2% | $2,590-27.8% |
| Participant deferral / active EE | $587 | $2,921-79.9% | $5,682-89.7% | $4,291-86.3% |
| Admin fee / account holder | $163 | $1,264-87.1% | $13,215-98.8% | $1,588-89.7% |