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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $68,971 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $582,509 | $105,861+450.3% | $90,756+541.8% | $134,509+333.1% |
| Participation rate | 0.0% | 78.2%-78.2pp | 75.7%-75.7pp | 81.2%-81.2pp |
| Annual return | -5.27% | -10.99%+5.7pp | -12.16%+6.9pp | 418.13%-423.4pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $2,922-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $380,575 | $5,217+7195.1% | $4,565+8237.1% | $6,400+5846.2% |
| Admin fee / account holder | $2,185 | $13,938-84.3% | $8,445-74.1% | $11,427-80.9% |