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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,169 |
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 | $85,993 | $82,163+4.7% | $125,381-31.4% | $64,819+32.7% |
| Participation rate | 94.0% | 77.9%+16.1pp | 82.4%+11.6pp | 71.5%+22.5pp |
| Annual return | -16.35% | 3.49%-19.8pp | 572.31%-588.7pp | 32.84%-49.2pp |
| Employer contribution / active EE | $0 | $3,616-100.0% | $4,815-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $11,313 | $7,175+57.7% | $7,448+51.9% | $4,311+162.4% |
| Admin fee / account holder | $138 | $163-15.2% | $10,007-98.6% | $188-26.3% |