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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $119,488 |
UBS FINANCIAL SERVICES INC4 years Service code 49 · EIN 51-0120742 | Other Services | $56,892 |
Service code 49 · EIN 11-3271022 | Other Services | $6,044 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $11,453 | $87,621-86.9% | $86,439-86.8% | $77,906-85.3% |
| Participation rate | 80.5% | 85.8%-5.3pp | 80.3%+0.2pp | 73.7%+6.8pp |
| Annual return | -3.79% | -13.90%+10.1pp | 4395.55%-4399.3pp | 12.16%-15.9pp |
| Employer contribution / active EE | $121 | $3,474-96.5% | $3,769-96.8% | $2,846-95.8% |
| Participant deferral / active EE | $6,010 | $8,645-30.5% | $6,952-13.6% | $4,805+25.1% |
| Admin fee / account holder | $86 | $85+1.6% | $6,732-98.7% | $133-35.1% |