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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $53,266 |
Service code 49 · EIN 51-6041053 | Other Services | $20,839 |
Service code 27 · EIN 88-2250302 | Advisory (Plan) | $9,165 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,032 | $60,261+2.9% | $81,783-24.2% | $74,546-16.8% |
| Participation rate | 74.4% | 62.9%+11.5pp | 72.4%+2.0pp | 67.2%+7.2pp |
| Annual return | 11.87% | 16.88%-5.0pp | 775.05%-763.2pp | 1366.03%-1354.2pp |
| Employer contribution / active EE | $682 | $2,622-74.0% | $2,913-76.6% | $2,624-74.0% |
| Participant deferral / active EE | $3,158 | $3,388-6.8% | $4,320-26.9% | $4,347-27.4% |
| Admin fee / account holder | $484 | $1,482-67.3% | $7,380-93.4% | $1,944-75.1% |