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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,461 |
MAI CAPITAL MANAGEMENT, LLC2 years Service code 27 · EIN 61-1495162 | Advisory (Plan) | $12,797 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,602 | $55,402-79.1% | $76,089-84.8% | $77,714-85.1% |
| Participation rate | 86.3% | 63.6%+22.7pp | 69.1%+17.2pp | 70.6%+15.7pp |
| Annual return | 12.19% | 17.09%-4.9pp | 360.94%-348.7pp | 31.26%-19.1pp |
| Employer contribution / active EE | $1,539 | $1,789-14.0% | $2,690-42.8% | $2,727-43.5% |
| Participant deferral / active EE | $3,148 | $3,450-8.8% | $4,259-26.1% | $4,649-32.3% |
| Admin fee / account holder | $259 | $410-36.9% | $6,418-96.0% | $433-40.3% |