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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,576 |
Filed as: SOWELL MANAGEMENT SERVICES Service code 27 · EIN 02-0691794 | Advisory (Plan) | $17,030 |
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 | $45,209 | $84,482-46.5% | $125,363-63.9% | $66,930-32.5% |
| Participation rate | 90.3% | 76.4%+13.9pp | 82.4%+7.9pp | 69.8%+20.5pp |
| Annual return | -11.75% | -8.49%-3.3pp | 572.15%-583.9pp | 1.57%-13.3pp |
| Employer contribution / active EE | $1,610 | $3,553-54.7% | $4,815-66.6% | $2,545-36.7% |
| Participant deferral / active EE | $2,999 | $6,782-55.8% | $7,447-59.7% | $4,238-29.2% |
| Admin fee / account holder | $214 | $685-68.8% | $10,005-97.9% | $593-63.9% |