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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $87,798 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,032 | $81,948+0.1% | $90,766-9.6% | $64,824+26.5% |
| Participation rate | 60.7% | 80.5%-19.8pp | 75.7%-15.0pp | 71.5%-10.8pp |
| Annual return | -15.10% | -12.53%-2.6pp | -12.16%-2.9pp | 32.84%-47.9pp |
| Employer contribution / active EE | $684 | $3,067-77.7% | $2,922-76.6% | $2,507-72.7% |
| Participant deferral / active EE | $3,491 | $4,844-27.9% | $4,565-23.5% | $4,311-19.0% |
| Admin fee / account holder | $289 | $157+83.9% | $8,446-96.6% | $188+53.8% |