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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $40,022 |
Service code 27 · EIN 51-6041053 | Advisory (Plan) | $21,842 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,308 | $64,890-39.4% | $134,172-70.7% | $67,986-42.2% |
| Participation rate | 58.7% | 48.5%+10.1pp | 72.5%-13.8pp | 57.2%+1.5pp |
| Annual return | 29.46% | 16.12%+13.3pp | 25.30%+4.2pp | 31.67%-2.2pp |
| Employer contribution / active EE | $1,186 | $1,360-12.8% | $3,420-65.3% | $2,019-41.2% |
| Participant deferral / active EE | $2,350 | $2,289+2.7% | $4,690-49.9% | $3,358-30.0% |
| Admin fee / account holder | $272 | $3,140-91.3% | $12,016-97.7% | $3,203-91.5% |