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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,155 |
Service code 49 · EIN 51-6041053 | Other Services | $26,302 |
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 | $53,490 | $58,312-8.3% | $86,656-38.3% | $71,529-25.2% |
| Participation rate | 70.2% | 65.0%+5.2pp | 71.7%-1.5pp | 67.9%+2.3pp |
| Annual return | 15.56% | 24.08%-8.5pp | 593.09%-577.5pp | 28.97%-13.4pp |
| Employer contribution / active EE | $568 | $2,576-77.9% | $3,025-81.2% | $2,590-78.1% |
| Participant deferral / active EE | $2,840 | $3,439-17.4% | $4,439-36.0% | $4,291-33.8% |
| Admin fee / account holder | $420 | $1,057-60.3% | $5,619-92.5% | $1,588-73.6% |