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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $52,191 |
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 | $56,424 | $65,437-13.8% | $86,698-34.9% | $66,949-15.7% |
| Participation rate | 95.6% | 75.5%+20.1pp | 76.6%+19.0pp | 69.8%+25.7pp |
| Annual return | 15.69% | -10.91%+26.6pp | 35.96%-20.3pp | 1.57%+14.1pp |
| Employer contribution / active EE | $1,303 | $2,154-39.5% | $2,837-54.1% | $2,545-48.8% |
| Participant deferral / active EE | $6,022 | $4,102+46.8% | $4,656+29.3% | $4,239+42.1% |
| Admin fee / account holder | $179 | $642-72.2% | $7,492-97.6% | $594-69.9% |